Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Right Horizons - Flexi Cap
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%
4.94%
6 Months
18.21%
11.49%
1 Year
19.11%
3.89%
3 Years
23.58%
8.19%
5 Years
18.40%
11.02%
Since Inception
13.93%
10.97%
Fund Age
11 yrs 4 mo
13 yrs 8 mo
AUM
₹13.37 Cr
₹360.51 Cr
Alpha – 1 Year
16.13%
0.91%
Alpha – 3 Years
11.69%
−3.69%
Information Ratio – 3 Years
1.24
-0.18
Volatility – 1 Year
18.18%
23.04%
Volatility – 3 Years
17.99%
19.34%
Beta – 1 Year
0.94
1.26
Beta – 3 Years
1.01
1.17
Sharpe Ratio – 1 Year
0.75
0.04
Sharpe Ratio – 3 Years
0.97
0.30
Worst Rolling Year
—
-8.10%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−20.05%
−30.43%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
95.59%
Median Rolling Year
—
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 38% · M 28% · S 33%
Number of Stocks
32
29
Portfolio P/E
41.94
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%