Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
18.21%
10.94%
1 Year
19.11%
1.03%
3 Years
23.58%
11.45%
5 Years
18.40%
15.19%
Since Inception
13.93%
27.03%
Fund Age
11 yrs 4 mo
5 yrs 11 mo
AUM
₹13.37 Cr
₹298.71 Cr
Alpha – 1 Year
16.13%
−3.69%
Alpha – 3 Years
11.69%
−0.64%
Information Ratio – 3 Years
1.24
-0.04
Volatility – 1 Year
18.18%
27.68%
Volatility – 3 Years
17.99%
23.40%
Beta – 1 Year
0.94
1.45
Beta – 3 Years
1.01
1.22
Sharpe Ratio – 1 Year
0.75
-0.03
Sharpe Ratio – 3 Years
0.97
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.05%
—
Recovery Period
162 days
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 2% · M 2% · S 86%
Number of Stocks
32
36
Portfolio P/E
41.94
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%