Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
18.21%
2.17%
1 Year
19.11%
7.07%
3 Years
23.58%
15.12%
5 Years
18.40%
—
Since Inception
13.93%
19.80%
Fund Age
11 yrs 4 mo
7 yrs 3 mo
AUM
₹13.37 Cr
₹7.19 Cr
Alpha – 1 Year
16.13%
7.50%
Alpha – 3 Years
11.69%
6.56%
Information Ratio – 3 Years
1.24
1.22
Volatility – 1 Year
18.18%
19.38%
Volatility – 3 Years
17.99%
16.31%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
1.01
1.13
Sharpe Ratio – 1 Year
0.75
0.17
Sharpe Ratio – 3 Years
0.97
0.62
Worst Rolling Year
—
14.31%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−20.05%
−17.66%
Recovery Period
162 days
308 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 73% · M 25%
Number of Stocks
32
100
Portfolio P/E
41.94
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / –