Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
NMR GROWTH STRATEGY
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%
5.30%
6 Months
18.21%
39.16%
1 Year
19.11%
20.20%
3 Years
23.58%
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5 Years
18.40%
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Since Inception
13.93%
17.87%
Fund Age
11 yrs 4 mo
19 mo
AUM
₹13.37 Cr
₹82.38 Cr
Alpha – 1 Year
16.13%
15.48%
Alpha – 3 Years
11.69%
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Information Ratio – 3 Years
1.24
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Volatility – 1 Year
18.18%
34.86%
Volatility – 3 Years
17.99%
—
Beta – 1 Year
0.94
1.65
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
0.75
0.53
Sharpe Ratio – 3 Years
0.97
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
−20.05%
−24.64%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 27% · M 15% · S 55%
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Number of Stocks
32
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Portfolio P/E
41.94
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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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
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