Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
MOAT - Emerging Moat
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%
2.64%
6 Months
18.21%
5.29%
1 Year
19.11%
2.64%
3 Years
23.58%
8.64%
5 Years
18.40%
—
Since Inception
13.93%
12.31%
Fund Age
11 yrs 4 mo
3 yrs 11 mo
AUM
₹13.37 Cr
₹56.94 Cr
Alpha – 1 Year
16.13%
−2.08%
Alpha – 3 Years
11.69%
−3.45%
Information Ratio – 3 Years
1.24
-0.33
Volatility – 1 Year
18.18%
19.56%
Volatility – 3 Years
17.99%
17.76%
Beta – 1 Year
0.94
1.08
Beta – 3 Years
1.01
1.07
Sharpe Ratio – 1 Year
0.75
-0.05
Sharpe Ratio – 3 Years
0.97
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−20.05%
−25.57%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
5-Year Rolling Windows Positive
—
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%