Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Solidarity Advisors - Prudence
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%
8.45%
6 Months
18.21%
29.49%
1 Year
19.11%
37.09%
3 Years
23.58%
18.49%
5 Years
18.40%
12.39%
Since Inception
13.93%
18.64%
Fund Age
11 yrs 4 mo
10 yrs 3 mo
AUM
₹13.37 Cr
₹1,760.35 Cr
Alpha – 1 Year
16.13%
32.37%
Alpha – 3 Years
11.69%
6.40%
Information Ratio – 3 Years
1.24
0.52
Volatility – 1 Year
18.18%
25.02%
Volatility – 3 Years
17.99%
18.27%
Beta – 1 Year
0.94
1.22
Beta – 3 Years
1.01
0.89
Sharpe Ratio – 1 Year
0.75
1.18
Sharpe Ratio – 3 Years
0.97
0.74
Worst Rolling Year
—
-0.28%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−20.05%
−13.15%
Recovery Period
162 days
44 days
1-Year Rolling Windows Positive
—
99.89%
Median Rolling Year
—
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 11% · S 71%
Number of Stocks
32
13
Portfolio P/E
41.94
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%