Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Master Trust India Growth Strategy
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%
5.45%
6 Months
18.21%
16.85%
1 Year
19.11%
9.30%
3 Years
23.58%
14.05%
5 Years
18.40%
14.30%
Since Inception
13.93%
24.29%
Fund Age
11 yrs 4 mo
14 yrs 10 mo
AUM
₹13.37 Cr
₹372.24 Cr
Alpha – 1 Year
16.13%
4.58%
Alpha – 3 Years
11.69%
1.97%
Information Ratio – 3 Years
1.24
0.33
Volatility – 1 Year
18.18%
21.18%
Volatility – 3 Years
17.99%
20.18%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
1.01
1.12
Sharpe Ratio – 1 Year
0.75
0.27
Sharpe Ratio – 3 Years
0.97
0.49
Worst Rolling Year
—
-10.46%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−20.05%
−23.77%
Recovery Period
162 days
99 days
1-Year Rolling Windows Positive
—
93.61%
Median Rolling Year
—
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1.5% / 0.5%