Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
2.77%
6 Months
18.21%
8.02%
1 Year
19.11%
5.50%
3 Years
23.58%
7.60%
5 Years
18.40%
9.19%
Since Inception
13.93%
14.35%
Fund Age
11 yrs 4 mo
5 yrs 9 mo
AUM
₹13.37 Cr
₹11.85 Cr
Alpha – 1 Year
16.13%
0.78%
Alpha – 3 Years
11.69%
−4.49%
Information Ratio – 3 Years
1.24
-0.44
Volatility – 1 Year
18.18%
20.18%
Volatility – 3 Years
17.99%
17.74%
Beta – 1 Year
0.94
1.11
Beta – 3 Years
1.01
1.06
Sharpe Ratio – 1 Year
0.75
0.10
Sharpe Ratio – 3 Years
0.97
0.27
Worst Rolling Year
—
7.60%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−20.05%
−24.84%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.22%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%