Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
18.21%
0.32%
1 Year
19.11%
1.03%
3 Years
23.58%
14.82%
5 Years
18.40%
11.82%
Since Inception
13.93%
13.07%
Fund Age
11 yrs 4 mo
5 yrs 2 mo
AUM
₹13.37 Cr
₹56.08 Cr
Alpha – 1 Year
16.13%
−1.95%
Alpha – 3 Years
11.69%
2.94%
Information Ratio – 3 Years
1.24
0.18
Volatility – 1 Year
18.18%
13.89%
Volatility – 3 Years
17.99%
18.35%
Beta – 1 Year
0.94
0.75
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
0.75
-0.25
Sharpe Ratio – 3 Years
0.97
0.55
Worst Rolling Year
—
12.65%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−20.05%
−26.40%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 38% · M 29% · S 24%
Number of Stocks
32
37
Portfolio P/E
41.94
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%