Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Phillip Capital - Emerging India 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%
3.88%
6 Months
18.21%
18.21%
1 Year
19.11%
11.44%
3 Years
23.58%
9.27%
5 Years
18.40%
10.90%
Since Inception
13.93%
13.08%
Fund Age
11 yrs 4 mo
9 yrs
AUM
₹13.37 Cr
₹29.3 Cr
Alpha – 1 Year
16.13%
6.74%
Alpha – 3 Years
11.69%
−1.95%
Information Ratio – 3 Years
1.24
-0.21
Volatility – 1 Year
18.18%
23.26%
Volatility – 3 Years
17.99%
18.09%
Beta – 1 Year
0.94
1.21
Beta – 3 Years
1.01
0.98
Sharpe Ratio – 1 Year
0.75
0.35
Sharpe Ratio – 3 Years
0.97
0.32
Worst Rolling Year
—
0.11%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−20.05%
−21.53%
Recovery Period
162 days
436 days
1-Year Rolling Windows Positive
—
99.73%
Median Rolling Year
—
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 6% · M 32% · S 55%
Number of Stocks
32
23
Portfolio P/E
41.94
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%