Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
18.21%
9.86%
1 Year
19.11%
32.16%
3 Years
23.58%
19.13%
5 Years
18.40%
12.16%
Since Inception
13.93%
16.12%
Fund Age
11 yrs 4 mo
5 yrs 10 mo
AUM
₹13.37 Cr
₹170.31 Cr
Alpha – 1 Year
16.13%
27.44%
Alpha – 3 Years
11.69%
7.04%
Information Ratio – 3 Years
1.24
0.58
Volatility – 1 Year
18.18%
17.07%
Volatility – 3 Years
17.99%
17.73%
Beta – 1 Year
0.94
0.65
Beta – 3 Years
1.01
0.86
Sharpe Ratio – 1 Year
0.75
1.42
Sharpe Ratio – 3 Years
0.97
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−20.05%
−30.82%
Recovery Period
162 days
429 days
1-Year Rolling Windows Positive
—
99.71%
Median Rolling Year
—
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 11% · M 1% · S 72%
Number of Stocks
32
18
Portfolio P/E
41.94
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
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%