Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
MASK Prime Picks
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
1.74%
6 Months
18.21%
3.03%
1 Year
19.11%
3.99%
3 Years
23.58%
8.85%
5 Years
18.40%
8.35%
Since Inception
13.93%
10.50%
Fund Age
11 yrs 4 mo
8 yrs 2 mo
AUM
₹13.37 Cr
₹274.26 Cr
Alpha – 1 Year
16.13%
−0.73%
Alpha – 3 Years
11.69%
−3.23%
Information Ratio – 3 Years
1.24
-0.72
Volatility – 1 Year
18.18%
15.72%
Volatility – 3 Years
17.99%
15.15%
Beta – 1 Year
0.94
0.89
Beta – 3 Years
1.01
0.94
Sharpe Ratio – 1 Year
0.75
-0.08
Sharpe Ratio – 3 Years
0.97
0.27
Worst Rolling Year
—
7.13%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−20.05%
−20.31%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 48% · M 27% · S 18%
Number of Stocks
32
40
Portfolio P/E
41.94
30.14
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%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%