Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Systamatix - Dynamic Investment
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%
7.60%
6 Months
18.21%
26.61%
1 Year
19.11%
33.69%
3 Years
23.58%
25.74%
5 Years
18.40%
21.83%
Since Inception
13.93%
—
Fund Age
11 yrs 4 mo
8 yrs 4 mo
AUM
₹13.37 Cr
₹158.52 Cr
Alpha – 1 Year
16.13%
29.93%
Alpha – 3 Years
11.69%
14.85%
Information Ratio – 3 Years
1.24
1.52
Volatility – 1 Year
18.18%
19.82%
Volatility – 3 Years
17.99%
19.44%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
1.01
1.06
Sharpe Ratio – 1 Year
0.75
1.29
Sharpe Ratio – 3 Years
0.97
1.16
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.05%
—
Recovery Period
162 days
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 31% · M 28% · S 38%
Number of Stocks
32
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%