Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Sundaram Alternate - SISOP
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%
5.72%
6 Months
18.21%
23.48%
1 Year
19.11%
38.68%
3 Years
23.58%
26.01%
5 Years
18.40%
16.58%
Since Inception
13.93%
18.98%
Fund Age
11 yrs 4 mo
16 yrs 6 mo
AUM
₹13.37 Cr
₹1,885.18 Cr
Alpha – 1 Year
16.13%
33.96%
Alpha – 3 Years
11.69%
13.92%
Information Ratio – 3 Years
1.24
1.27
Volatility – 1 Year
18.18%
28.06%
Volatility – 3 Years
17.99%
20.41%
Beta – 1 Year
0.94
1.39
Beta – 3 Years
1.01
1.06
Sharpe Ratio – 1 Year
0.75
1.12
Sharpe Ratio – 3 Years
0.97
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−20.05%
−18.24%
Recovery Period
162 days
60 days
1-Year Rolling Windows Positive
—
98.28%
Median Rolling Year
—
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 27% · M 15% · S 55%
L 40% · M 32% · S 24%
Number of Stocks
32
28
Portfolio P/E
41.94
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%