Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Right Horizons - Perennial
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%
−0.19%
6 Months
18.21%
11.46%
1 Year
19.11%
8.21%
3 Years
23.58%
12.09%
5 Years
18.40%
11.81%
Since Inception
13.93%
13.34%
Fund Age
11 yrs 4 mo
5 yrs 3 mo
AUM
₹13.37 Cr
₹34.29 Cr
Alpha – 1 Year
16.13%
5.23%
Alpha – 3 Years
11.69%
0.21%
Information Ratio – 3 Years
1.24
0.17
Volatility – 1 Year
18.18%
24.84%
Volatility – 3 Years
17.99%
21.42%
Beta – 1 Year
0.94
1.25
Beta – 3 Years
1.01
1.08
Sharpe Ratio – 1 Year
0.75
0.21
Sharpe Ratio – 3 Years
0.97
0.49
Worst Rolling Year
—
7.11%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−20.05%
−34.77%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 5% · M 7% · S 69%
Number of Stocks
32
37
Portfolio P/E
41.94
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2.5% / 0% / 0%