Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
MOAT - UpperCrust Wealth Fund
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%
4.61%
6 Months
18.21%
3.41%
1 Year
19.11%
20.00%
3 Years
23.58%
24.29%
5 Years
18.40%
—
Since Inception
13.93%
15.71%
Fund Age
11 yrs 4 mo
4 yrs 7 mo
AUM
₹13.37 Cr
₹129.22 Cr
Alpha – 1 Year
16.13%
15.28%
Alpha – 3 Years
11.69%
12.20%
Information Ratio – 3 Years
1.24
1.16
Volatility – 1 Year
18.18%
22.01%
Volatility – 3 Years
17.99%
22.99%
Beta – 1 Year
0.94
0.67
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
0.75
0.70
Sharpe Ratio – 3 Years
0.97
1.11
Worst Rolling Year
—
13.28%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−20.05%
−27.23%
Recovery Period
162 days
325 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.12%
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%