Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Renaissance - Midcap 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%
3.30%
6 Months
18.21%
9.86%
1 Year
19.11%
0.86%
3 Years
23.58%
8.29%
5 Years
18.40%
15.11%
Since Inception
13.93%
11.40%
Fund Age
11 yrs 4 mo
8 yrs 7 mo
AUM
₹13.37 Cr
₹119.22 Cr
Alpha – 1 Year
16.13%
1.21%
Alpha – 3 Years
11.69%
−0.71%
Information Ratio – 3 Years
1.24
-0.05
Volatility – 1 Year
18.18%
21.27%
Volatility – 3 Years
17.99%
19.22%
Beta – 1 Year
0.94
1.20
Beta – 3 Years
1.01
1.19
Sharpe Ratio – 1 Year
0.75
-0.10
Sharpe Ratio – 3 Years
0.97
0.25
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−20.05%
−29.07%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
99.76%
Median Rolling Year
—
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 2% · M 52% · S 44%
Number of Stocks
32
33
Portfolio P/E
41.94
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
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%