Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
MOAT - Moderate Compounders
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%
2.75%
6 Months
18.21%
8.17%
1 Year
19.11%
3.28%
3 Years
23.58%
8.41%
5 Years
18.40%
12.53%
Since Inception
13.93%
11.01%
Fund Age
11 yrs 4 mo
12 yrs 9 mo
AUM
₹13.37 Cr
₹16.57 Cr
Alpha – 1 Year
16.13%
−1.44%
Alpha – 3 Years
11.69%
−3.68%
Information Ratio – 3 Years
1.24
-0.32
Volatility – 1 Year
18.18%
20.74%
Volatility – 3 Years
17.99%
17.91%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
1.01
1.09
Sharpe Ratio – 1 Year
0.75
0.00
Sharpe Ratio – 3 Years
0.97
0.32
Worst Rolling Year
—
-16.89%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−20.05%
−28.21%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
73.60%
Median Rolling Year
—
13.43%
5-Year Rolling Windows Positive
—
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%