Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
JM Financial - India Resurgent
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
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%
3.17%
6 Months
18.21%
6.78%
1 Year
19.11%
13.06%
3 Years
23.58%
8.79%
5 Years
18.40%
—
Since Inception
13.93%
8.64%
Fund Age
11 yrs 4 mo
3 yrs 2 mo
AUM
₹13.37 Cr
₹66.61 Cr
Alpha – 1 Year
16.13%
13.41%
Alpha – 3 Years
11.69%
−0.20%
Information Ratio – 3 Years
1.24
—
Volatility – 1 Year
18.18%
20.80%
Volatility – 3 Years
17.99%
—
Beta – 1 Year
0.94
1.21
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
0.75
0.41
Sharpe Ratio – 3 Years
0.97
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.05%
—
Recovery Period
162 days
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 90% · M 10%
Number of Stocks
32
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
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%