Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Motilal Oswal-Founders
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%
0.25%
6 Months
18.21%
15.19%
1 Year
19.11%
3.21%
3 Years
23.58%
19.65%
5 Years
18.40%
—
Since Inception
13.93%
25.09%
Fund Age
11 yrs 4 mo
3 yrs 5 mo
AUM
₹13.37 Cr
₹4,148.34 Cr
Alpha – 1 Year
16.13%
0.23%
Alpha – 3 Years
11.69%
7.77%
Information Ratio – 3 Years
1.24
0.62
Volatility – 1 Year
18.18%
21.54%
Volatility – 3 Years
17.99%
22.15%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
1.01
1.15
Sharpe Ratio – 1 Year
0.75
-0.01
Sharpe Ratio – 3 Years
0.97
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−20.05%
−27.91%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 26% · M 35% · S 37%
Number of Stocks
32
26
Portfolio P/E
41.94
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%