Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Right Horizons - India Business Leaders
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%
3.11%
6 Months
18.21%
4.12%
1 Year
19.11%
−0.25%
3 Years
23.58%
10.95%
5 Years
18.40%
10.56%
Since Inception
13.93%
10.62%
Fund Age
11 yrs 4 mo
13 yrs 8 mo
AUM
₹13.37 Cr
₹41.22 Cr
Alpha – 1 Year
16.13%
0.18%
Alpha – 3 Years
11.69%
2.39%
Information Ratio – 3 Years
1.24
0.52
Volatility – 1 Year
18.18%
20.61%
Volatility – 3 Years
17.99%
17.57%
Beta – 1 Year
0.94
1.24
Beta – 3 Years
1.01
1.19
Sharpe Ratio – 1 Year
0.75
-0.18
Sharpe Ratio – 3 Years
0.97
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−20.05%
−22.41%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 27% · M 15% · S 55%
L 70% · M 29%
Number of Stocks
32
25
Portfolio P/E
41.94
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%