Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
0.40%
6 Months
18.21%
4.60%
1 Year
19.11%
−5.85%
3 Years
23.58%
5.64%
5 Years
18.40%
—
Since Inception
13.93%
−0.46%
Fund Age
11 yrs 4 mo
4 yrs 7 mo
AUM
₹13.37 Cr
₹87.75 Cr
Alpha – 1 Year
16.13%
−8.83%
Alpha – 3 Years
11.69%
−6.25%
Information Ratio – 3 Years
1.24
-0.73
Volatility – 1 Year
18.18%
16.46%
Volatility – 3 Years
17.99%
15.18%
Beta – 1 Year
0.94
0.88
Beta – 3 Years
1.01
0.84
Sharpe Ratio – 1 Year
0.75
-0.62
Sharpe Ratio – 3 Years
0.97
0.08
Worst Rolling Year
—
-2.49%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−20.05%
−20.88%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
87.97%
Median Rolling Year
—
5.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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%
2% / 0% / 0%