Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
SMC Global - 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%
5.80%
6 Months
18.21%
20.03%
1 Year
19.11%
17.27%
3 Years
23.58%
12.81%
5 Years
18.40%
11.98%
Since Inception
13.93%
14.70%
Fund Age
11 yrs 4 mo
6 yrs 10 mo
AUM
₹13.37 Cr
₹201.68 Cr
Alpha – 1 Year
16.13%
12.55%
Alpha – 3 Years
11.69%
0.73%
Information Ratio – 3 Years
1.24
0.15
Volatility – 1 Year
18.18%
22.73%
Volatility – 3 Years
17.99%
20.11%
Beta – 1 Year
0.94
1.17
Beta – 3 Years
1.01
1.13
Sharpe Ratio – 1 Year
0.75
0.58
Sharpe Ratio – 3 Years
0.97
0.44
Worst Rolling Year
—
7.98%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−20.05%
−25.65%
Recovery Period
162 days
520 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 38% · M 4% · S 49%
Number of Stocks
32
24
Portfolio P/E
41.94
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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%