Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Renaissance - Indianext 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%
2.69%
6 Months
18.21%
5.24%
1 Year
19.11%
2.85%
3 Years
23.58%
13.52%
5 Years
18.40%
17.79%
Since Inception
13.93%
13.89%
Fund Age
11 yrs 4 mo
8 yrs 4 mo
AUM
₹13.37 Cr
₹921.15 Cr
Alpha – 1 Year
16.13%
−1.87%
Alpha – 3 Years
11.69%
1.43%
Information Ratio – 3 Years
1.24
0.23
Volatility – 1 Year
18.18%
18.02%
Volatility – 3 Years
17.99%
16.70%
Beta – 1 Year
0.94
0.99
Beta – 3 Years
1.01
0.99
Sharpe Ratio – 1 Year
0.75
-0.03
Sharpe Ratio – 3 Years
0.97
0.54
Worst Rolling Year
—
-0.29%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−20.05%
−22.85%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
99.64%
Median Rolling Year
—
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 34% · M 28% · S 35%
Number of Stocks
32
35
Portfolio P/E
41.94
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 1% / 0%