Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Quest Investment Managers – Multi
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%
6.28%
6 Months
18.21%
16.32%
1 Year
19.11%
11.67%
3 Years
23.58%
19.26%
5 Years
18.40%
13.96%
Since Inception
13.93%
16.00%
Fund Age
11 yrs 4 mo
12 yrs
AUM
₹13.37 Cr
₹725.3 Cr
Alpha – 1 Year
16.13%
6.95%
Alpha – 3 Years
11.69%
7.18%
Information Ratio – 3 Years
1.24
0.87
Volatility – 1 Year
18.18%
21.97%
Volatility – 3 Years
17.99%
19.77%
Beta – 1 Year
0.94
1.15
Beta – 3 Years
1.01
1.13
Sharpe Ratio – 1 Year
0.75
0.37
Sharpe Ratio – 3 Years
0.97
0.73
Worst Rolling Year
—
-10.23%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−20.05%
−25.02%
Recovery Period
162 days
525 days
1-Year Rolling Windows Positive
—
93.09%
Median Rolling Year
—
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 29% · M 26% · S 42%
Number of Stocks
32
34
Portfolio P/E
41.94
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%