Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Valtrust Momentum
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Valtrust Momentum
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%
4.78%
6 Months
18.21%
15.08%
1 Year
19.11%
13.63%
3 Years
23.58%
16.91%
5 Years
18.40%
—
Since Inception
13.93%
23.12%
Fund Age
11 yrs 4 mo
3 yrs 7 mo
AUM
₹13.37 Cr
₹78.91 Cr
Alpha – 1 Year
16.13%
8.91%
Alpha – 3 Years
11.69%
4.82%
Information Ratio – 3 Years
1.24
0.40
Volatility – 1 Year
18.18%
20.25%
Volatility – 3 Years
17.99%
21.43%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
1.01
1.18
Sharpe Ratio – 1 Year
0.75
0.47
Sharpe Ratio – 3 Years
0.97
0.59
Worst Rolling Year
—
15.66%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−20.05%
−29.56%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.72%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 15% · M 30% · S 55%
Number of Stocks
32
30
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%
Acutaas Chemicals Ltd · 6.35%
Laurus Labs Ltd · 4.95%
Strides Pharma Science Ltd · 4.42%
Bharat Forge Ltd · 4.09%
Hitachi Energy India Ltd · 4.05%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 27.01%
Healthcare · 18.85%
Capital Goods · 18.17%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%