Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Right Horizons - Alliance
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%
1.80%
6 Months
18.21%
2.80%
1 Year
19.11%
4.89%
3 Years
23.58%
12.23%
5 Years
18.40%
10.64%
Since Inception
13.93%
8.93%
Fund Age
11 yrs 4 mo
12 yrs
AUM
₹13.37 Cr
₹134.76 Cr
Alpha – 1 Year
16.13%
−1.08%
Alpha – 3 Years
11.69%
1.34%
Information Ratio – 3 Years
1.24
0.07
Volatility – 1 Year
18.18%
10.79%
Volatility – 3 Years
17.99%
9.62%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
1.01
1.10
Sharpe Ratio – 1 Year
0.75
-0.01
Sharpe Ratio – 3 Years
0.97
0.69
Worst Rolling Year
—
0.05%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−20.05%
−11.50%
Recovery Period
162 days
80 days
1-Year Rolling Windows Positive
—
99.79%
Median Rolling Year
—
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 50% · M 11% · S 8%
Number of Stocks
32
33
Portfolio P/E
41.94
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –