Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
NJ - Bluechip
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%
−1.21%
6 Months
18.21%
5.09%
1 Year
19.11%
0.26%
3 Years
23.58%
9.53%
5 Years
18.40%
5.40%
Since Inception
13.93%
12.09%
Fund Age
11 yrs 4 mo
8 yrs 5 mo
AUM
₹13.37 Cr
₹1,644.09 Cr
Alpha – 1 Year
16.13%
0.61%
Alpha – 3 Years
11.69%
0.54%
Information Ratio – 3 Years
1.24
0.06
Volatility – 1 Year
18.18%
17.94%
Volatility – 3 Years
17.99%
17.25%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
1.01
1.11
Sharpe Ratio – 1 Year
0.75
-0.20
Sharpe Ratio – 3 Years
0.97
0.31
Worst Rolling Year
—
2.29%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−20.05%
−21.60%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 49% · M 36% · S 14%
Number of Stocks
32
20
Portfolio P/E
41.94
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%