Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
−0.04%
6 Months
18.21%
0.28%
1 Year
19.11%
2.14%
3 Years
23.58%
10.02%
5 Years
18.40%
13.15%
Since Inception
13.93%
11.46%
Fund Age
11 yrs 4 mo
8 yrs 7 mo
AUM
₹13.37 Cr
₹585.94 Cr
Alpha – 1 Year
16.13%
2.49%
Alpha – 3 Years
11.69%
1.02%
Information Ratio – 3 Years
1.24
0.18
Volatility – 1 Year
18.18%
16.38%
Volatility – 3 Years
17.99%
14.42%
Beta – 1 Year
0.94
1.00
Beta – 3 Years
1.01
0.96
Sharpe Ratio – 1 Year
0.75
-0.13
Sharpe Ratio – 3 Years
0.97
0.38
Worst Rolling Year
—
3.37%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−20.05%
−17.04%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 65% · M 26% · S 8%
Number of Stocks
32
31
Portfolio P/E
41.94
22.71
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 · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%