Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
0.67%
6 Months
18.21%
1.38%
1 Year
19.11%
7.78%
3 Years
23.58%
12.37%
5 Years
18.40%
10.07%
Since Inception
13.93%
13.18%
Fund Age
11 yrs 4 mo
6 yrs 8 mo
AUM
₹13.37 Cr
₹1.13 Cr
Alpha – 1 Year
16.13%
8.13%
Alpha – 3 Years
11.69%
3.37%
Information Ratio – 3 Years
1.24
0.42
Volatility – 1 Year
18.18%
17.12%
Volatility – 3 Years
17.99%
14.65%
Beta – 1 Year
0.94
0.93
Beta – 3 Years
1.01
0.90
Sharpe Ratio – 1 Year
0.75
0.21
Sharpe Ratio – 3 Years
0.97
0.51
Worst Rolling Year
—
10.01%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−20.05%
−15.65%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 34% · M 14% · S 34%
Number of Stocks
32
43
Portfolio P/E
41.94
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%