Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.15%
6.38%
6 Months
18.21%
30.29%
1 Year
19.11%
21.45%
3 Years
23.58%
18.94%
5 Years
18.40%
—
Since Inception
13.93%
23.25%
Fund Age
11 yrs 4 mo
3 yrs 1 mo
AUM
₹13.37 Cr
₹185.04 Cr
Alpha – 1 Year
16.13%
16.73%
Alpha – 3 Years
11.69%
6.85%
Information Ratio – 3 Years
1.24
0.59
Volatility – 1 Year
18.18%
29.11%
Volatility – 3 Years
17.99%
25.42%
Beta – 1 Year
0.94
1.26
Beta – 3 Years
1.01
1.13
Sharpe Ratio – 1 Year
0.75
0.62
Sharpe Ratio – 3 Years
0.97
0.60
Worst Rolling Year
—
18.95%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−20.05%
−27.74%
Recovery Period
162 days
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
—
Number of Stocks
32
40
Portfolio P/E
41.94
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%