Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
18.21%
9.93%
1 Year
19.11%
7.49%
3 Years
23.58%
9.34%
5 Years
18.40%
—
Since Inception
13.93%
11.87%
Fund Age
11 yrs 4 mo
4 yrs 7 mo
AUM
₹13.37 Cr
₹1,953.44 Cr
Alpha – 1 Year
16.13%
2.77%
Alpha – 3 Years
11.69%
−2.75%
Information Ratio – 3 Years
1.24
-0.26
Volatility – 1 Year
18.18%
19.15%
Volatility – 3 Years
17.99%
16.91%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
1.01
1.03
Sharpe Ratio – 1 Year
0.75
0.19
Sharpe Ratio – 3 Years
0.97
0.30
Worst Rolling Year
—
8.22%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−20.05%
−20.91%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 17% · M 8% · S 75%
Number of Stocks
32
—
Portfolio P/E
41.94
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
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%
—