Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
18.21%
31.10%
1 Year
19.11%
52.47%
3 Years
23.58%
17.74%
5 Years
18.40%
16.38%
Since Inception
13.93%
15.58%
Fund Age
11 yrs 4 mo
16 yrs 9 mo
AUM
₹13.37 Cr
₹132.42 Cr
Alpha – 1 Year
16.13%
47.75%
Alpha – 3 Years
11.69%
5.65%
Information Ratio – 3 Years
1.24
0.46
Volatility – 1 Year
18.18%
26.74%
Volatility – 3 Years
17.99%
21.32%
Beta – 1 Year
0.94
1.30
Beta – 3 Years
1.01
0.97
Sharpe Ratio – 1 Year
0.75
1.52
Sharpe Ratio – 3 Years
0.97
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−20.05%
−20.79%
Recovery Period
162 days
134 days
1-Year Rolling Windows Positive
—
89.14%
Median Rolling Year
—
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 27% · M 15% · S 55%
M 9% · S 83%
Number of Stocks
32
26
Portfolio P/E
41.94
31.63
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 · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%