Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Omni Barons
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Omni Barons
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%
−1.38%
6 Months
18.21%
5.97%
1 Year
19.11%
—
3 Years
23.58%
—
5 Years
18.40%
—
Since Inception
13.93%
6.30%
Fund Age
11 yrs 4 mo
8 mo
AUM
₹13.37 Cr
₹0.57 Cr
Alpha – 1 Year
16.13%
—
Alpha – 3 Years
11.69%
—
Information Ratio – 3 Years
1.24
—
Volatility – 1 Year
18.18%
—
Volatility – 3 Years
17.99%
—
Beta – 1 Year
0.94
—
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
0.75
—
Sharpe Ratio – 3 Years
0.97
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.05%
—
Recovery Period
162 days
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 27% · M 40% · S 33%
Number of Stocks
32
14
Portfolio P/E
41.94
9.23
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%
Power Finance Corporation Ltd · 6.70%
IDFC First Bank Ltd · 6.70%
Union Bank of India · 6.70%
Indian Bank · 6.70%
Central Bank of India · 6.70%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 73.20%
Power · 13.40%
Capital Goods · 6.70%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%