Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
18.21%
31.65%
1 Year
19.11%
26.47%
3 Years
23.58%
18.72%
5 Years
18.40%
16.28%
Since Inception
13.93%
14.51%
Fund Age
11 yrs 4 mo
10 yrs 10 mo
AUM
₹13.37 Cr
₹423.36 Cr
Alpha – 1 Year
16.13%
21.75%
Alpha – 3 Years
11.69%
6.63%
Information Ratio – 3 Years
1.24
0.36
Volatility – 1 Year
18.18%
28.25%
Volatility – 3 Years
17.99%
24.90%
Beta – 1 Year
0.94
1.32
Beta – 3 Years
1.01
1.13
Sharpe Ratio – 1 Year
0.75
0.78
Sharpe Ratio – 3 Years
0.97
0.60
Worst Rolling Year
—
-5.98%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−20.05%
−31.67%
Recovery Period
162 days
492 days
1-Year Rolling Windows Positive
—
86.69%
Median Rolling Year
—
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 12% · M 6% · S 82%
Number of Stocks
32
62
Portfolio P/E
41.94
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%