Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Motilal Oswal - NTDOP
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%
3.69%
6 Months
18.21%
8.66%
1 Year
19.11%
4.44%
3 Years
23.58%
14.48%
5 Years
18.40%
8.94%
Since Inception
13.93%
14.23%
Fund Age
11 yrs 4 mo
18 yrs 11 mo
AUM
₹13.37 Cr
₹4,562.38 Cr
Alpha – 1 Year
16.13%
1.46%
Alpha – 3 Years
11.69%
2.60%
Information Ratio – 3 Years
1.24
0.08
Volatility – 1 Year
18.18%
20.33%
Volatility – 3 Years
17.99%
19.22%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
1.01
1.12
Sharpe Ratio – 1 Year
0.75
0.00
Sharpe Ratio – 3 Years
0.97
0.51
Worst Rolling Year
—
-6.78%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−20.05%
−26.97%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
96.01%
Median Rolling Year
—
15.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 16% · M 42% · S 38%
Number of Stocks
32
33
Portfolio P/E
41.94
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%