Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Nippon - Emerging India - EIP
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%
2.63%
6 Months
18.21%
13.11%
1 Year
19.11%
15.44%
3 Years
23.58%
15.82%
5 Years
18.40%
15.29%
Since Inception
13.93%
15.37%
Fund Age
11 yrs 4 mo
9 yrs 4 mo
AUM
₹13.37 Cr
₹32.48 Cr
Alpha – 1 Year
16.13%
10.72%
Alpha – 3 Years
11.69%
3.73%
Information Ratio – 3 Years
1.24
0.69
Volatility – 1 Year
18.18%
17.99%
Volatility – 3 Years
17.99%
17.45%
Beta – 1 Year
0.94
0.99
Beta – 3 Years
1.01
1.02
Sharpe Ratio – 1 Year
0.75
0.59
Sharpe Ratio – 3 Years
0.97
0.71
Worst Rolling Year
—
-6.27%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−20.05%
−21.15%
Recovery Period
162 days
474 days
1-Year Rolling Windows Positive
—
92.43%
Median Rolling Year
—
21.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 8% · M 22% · S 44%
Number of Stocks
32
30
Portfolio P/E
41.94
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%