Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
ORO - All Weather Portfolio
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%
−0.19%
6 Months
18.21%
−0.42%
1 Year
19.11%
−4.58%
3 Years
23.58%
16.32%
5 Years
18.40%
13.17%
Since Inception
13.93%
13.94%
Fund Age
11 yrs 4 mo
6 yrs 6 mo
AUM
₹13.37 Cr
₹13.16 Cr
Alpha – 1 Year
16.13%
−7.56%
Alpha – 3 Years
11.69%
4.42%
Information Ratio – 3 Years
1.24
0.49
Volatility – 1 Year
18.18%
16.90%
Volatility – 3 Years
17.99%
17.54%
Beta – 1 Year
0.94
0.86
Beta – 3 Years
1.01
0.99
Sharpe Ratio – 1 Year
0.75
-0.52
Sharpe Ratio – 3 Years
0.97
0.69
Worst Rolling Year
—
3.91%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−20.05%
−19.46%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 66% · M 23%
Number of Stocks
32
20
Portfolio P/E
41.94
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%