Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Pelican PE fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
−1.39%
6 Months
18.21%
−2.47%
1 Year
19.11%
1.15%
3 Years
23.58%
8.53%
5 Years
18.40%
8.38%
Since Inception
13.93%
10.13%
Fund Age
11 yrs 4 mo
8 yrs 2 mo
AUM
₹13.37 Cr
₹52.94 Cr
Alpha – 1 Year
16.13%
1.50%
Alpha – 3 Years
11.69%
−0.47%
Information Ratio – 3 Years
1.24
-0.50
Volatility – 1 Year
18.18%
18.43%
Volatility – 3 Years
17.99%
14.27%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
1.01
0.99
Sharpe Ratio – 1 Year
0.75
-0.13
Sharpe Ratio – 3 Years
0.97
0.15
Worst Rolling Year
—
7.57%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−20.05%
−16.90%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 64% · M 27% · S 1%
Number of Stocks
32
10
Portfolio P/E
41.94
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%