Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
SVAN Velocity
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%
3.40%
6 Months
18.21%
21.77%
1 Year
19.11%
16.05%
3 Years
23.58%
23.24%
5 Years
18.40%
—
Since Inception
13.93%
24.82%
Fund Age
11 yrs 4 mo
3 yrs 1 mo
AUM
₹13.37 Cr
₹415.03 Cr
Alpha – 1 Year
16.13%
11.33%
Alpha – 3 Years
11.69%
11.15%
Information Ratio – 3 Years
1.24
0.72
Volatility – 1 Year
18.18%
25.50%
Volatility – 3 Years
17.99%
24.35%
Beta – 1 Year
0.94
1.34
Beta – 3 Years
1.01
1.27
Sharpe Ratio – 1 Year
0.75
0.50
Sharpe Ratio – 3 Years
0.97
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−20.05%
−25.33%
Recovery Period
162 days
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
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
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / – / –