Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
3.44%
6 Months
18.21%
14.84%
1 Year
19.11%
−4.03%
3 Years
23.58%
5.65%
5 Years
18.40%
—
Since Inception
13.93%
11.22%
Fund Age
11 yrs 4 mo
3 yrs 7 mo
AUM
₹13.37 Cr
₹83.14 Cr
Alpha – 1 Year
16.13%
−3.68%
Alpha – 3 Years
11.69%
−3.35%
Information Ratio – 3 Years
1.24
-0.26
Volatility – 1 Year
18.18%
22.60%
Volatility – 3 Years
17.99%
18.97%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
1.01
1.04
Sharpe Ratio – 1 Year
0.75
-0.31
Sharpe Ratio – 3 Years
0.97
0.11
Worst Rolling Year
—
4.98%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−20.05%
−33.20%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.75%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 9% · M 28% · S 60%
Number of Stocks
32
27
Portfolio P/E
41.94
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%