Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.15%
−0.96%
6 Months
18.21%
−5.85%
1 Year
19.11%
1.08%
3 Years
23.58%
1.92%
5 Years
18.40%
1.54%
Since Inception
13.93%
4.73%
Fund Age
11 yrs 4 mo
9 yrs 11 mo
AUM
₹13.37 Cr
₹4.85 Cr
Alpha – 1 Year
16.13%
−8.50%
Alpha – 3 Years
11.69%
−7.97%
Information Ratio – 3 Years
1.24
—
Volatility – 1 Year
18.18%
9.90%
Volatility – 3 Years
17.99%
26.17%
Beta – 1 Year
0.94
—
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
0.75
-0.53
Sharpe Ratio – 3 Years
0.97
0.01
Worst Rolling Year
—
2.80%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−20.05%
−28.72%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
—
Number of Stocks
32
—
Portfolio P/E
41.94
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%