Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Samvitti-PMS Long Term 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%
7.49%
6 Months
18.21%
27.88%
1 Year
19.11%
29.03%
3 Years
23.58%
18.18%
5 Years
18.40%
15.45%
Since Inception
13.93%
16.74%
Fund Age
11 yrs 4 mo
10 yrs 9 mo
AUM
₹13.37 Cr
₹245.99 Cr
Alpha – 1 Year
16.13%
24.31%
Alpha – 3 Years
11.69%
6.09%
Information Ratio – 3 Years
1.24
0.49
Volatility – 1 Year
18.18%
21.97%
Volatility – 3 Years
17.99%
17.89%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
1.01
0.93
Sharpe Ratio – 1 Year
0.75
1.03
Sharpe Ratio – 3 Years
0.97
0.70
Worst Rolling Year
—
1.53%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−20.05%
−20.27%
Recovery Period
162 days
205 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 36% · M 27% · S 36%
Number of Stocks
32
44
Portfolio P/E
41.94
69.76
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 · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%