Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Right Horizons - Super Value Fund
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%
3.00%
6 Months
18.21%
20.83%
1 Year
19.11%
12.18%
3 Years
23.58%
13.97%
5 Years
18.40%
17.12%
Since Inception
13.93%
15.75%
Fund Age
11 yrs 4 mo
13 yrs 8 mo
AUM
₹13.37 Cr
₹205.48 Cr
Alpha – 1 Year
16.13%
9.20%
Alpha – 3 Years
11.69%
2.09%
Information Ratio – 3 Years
1.24
0.40
Volatility – 1 Year
18.18%
27.53%
Volatility – 3 Years
17.99%
22.15%
Beta – 1 Year
0.94
1.45
Beta – 3 Years
1.01
1.20
Sharpe Ratio – 1 Year
0.75
0.35
Sharpe Ratio – 3 Years
0.97
0.55
Worst Rolling Year
—
-9.57%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−20.05%
−29.31%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
93.51%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 27% · M 15% · S 55%
L 17% · M 21% · S 60%
Number of Stocks
32
30
Portfolio P/E
41.94
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%