Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
11.42%
6 Months
18.21%
35.03%
1 Year
19.11%
37.21%
3 Years
23.58%
27.05%
5 Years
18.40%
21.76%
Since Inception
13.93%
19.33%
Fund Age
11 yrs 4 mo
6 yrs 10 mo
AUM
₹13.37 Cr
₹2,975 Cr
Alpha – 1 Year
16.13%
23.77%
Alpha – 3 Years
11.69%
6.78%
Information Ratio – 3 Years
1.24
5.24
Volatility – 1 Year
18.18%
18.59%
Volatility – 3 Years
17.99%
19.39%
Beta – 1 Year
0.94
1.23
Beta – 3 Years
1.01
1.12
Sharpe Ratio – 1 Year
0.75
1.44
Sharpe Ratio – 3 Years
0.97
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−20.05%
—
Recovery Period
162 days
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
—
Number of Stocks
32
14
Portfolio P/E
41.94
25.70
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%
—
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%