Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
SageOne Large and Midcap Portfolio
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%
2.20%
6 Months
18.21%
6.00%
1 Year
19.11%
4.90%
3 Years
23.58%
18.50%
5 Years
18.40%
—
Since Inception
13.93%
16.60%
Fund Age
11 yrs 4 mo
3 yrs
AUM
₹13.37 Cr
₹209.72 Cr
Alpha – 1 Year
16.13%
0.20%
Alpha – 3 Years
11.69%
6.40%
Information Ratio – 3 Years
1.24
1.16
Volatility – 1 Year
18.18%
19.79%
Volatility – 3 Years
17.99%
17.07%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
1.01
1.05
Sharpe Ratio – 1 Year
0.75
0.07
Sharpe Ratio – 3 Years
0.97
0.81
Worst Rolling Year
—
18.52%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−20.05%
−19.68%
Recovery Period
162 days
230 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 67% · M 33%
Number of Stocks
32
24
Portfolio P/E
41.94
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%