Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
0.50%
6 Months
18.21%
2.02%
1 Year
19.11%
0.60%
3 Years
23.58%
8.21%
5 Years
18.40%
5.75%
Since Inception
13.93%
9.73%
Fund Age
11 yrs 4 mo
6 yrs
AUM
₹13.37 Cr
₹128.19 Cr
Alpha – 1 Year
16.13%
1.03%
Alpha – 3 Years
11.69%
−0.36%
Information Ratio – 3 Years
1.24
0.12
Volatility – 1 Year
18.18%
19.24%
Volatility – 3 Years
17.99%
14.76%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
1.01
0.95
Sharpe Ratio – 1 Year
0.75
-0.16
Sharpe Ratio – 3 Years
0.97
0.24
Worst Rolling Year
—
0.20%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−20.05%
−18.72%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
98.09%
Median Rolling Year
—
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 47% · M 42% · S 11%
Number of Stocks
32
—
Portfolio P/E
41.94
—
Top 5 Holdings
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%