Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
3.80%
6 Months
18.21%
7.35%
1 Year
19.11%
9.59%
3 Years
23.58%
7.90%
5 Years
18.40%
12.07%
Since Inception
13.93%
14.25%
Fund Age
11 yrs 4 mo
13 yrs 1 mo
AUM
₹13.37 Cr
₹106.28 Cr
Alpha – 1 Year
16.13%
9.94%
Alpha – 3 Years
11.69%
−1.10%
Information Ratio – 3 Years
1.24
-0.12
Volatility – 1 Year
18.18%
15.58%
Volatility – 3 Years
17.99%
14.39%
Beta – 1 Year
0.94
0.83
Beta – 3 Years
1.01
0.84
Sharpe Ratio – 1 Year
0.75
0.33
Sharpe Ratio – 3 Years
0.97
0.24
Worst Rolling Year
—
-8.02%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−20.05%
−19.54%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
93.28%
Median Rolling Year
—
11.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 39% · M 40% · S 18%
Number of Stocks
32
25
Portfolio P/E
41.94
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
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%