Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
ValueQuest - Platinum
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%
2.62%
6 Months
18.21%
20.31%
1 Year
19.11%
5.50%
3 Years
23.58%
14.22%
5 Years
18.40%
16.13%
Since Inception
13.93%
18.70%
Fund Age
11 yrs 4 mo
9 yrs 8 mo
AUM
₹13.37 Cr
₹3,491.64 Cr
Alpha – 1 Year
16.13%
2.52%
Alpha – 3 Years
11.69%
2.33%
Information Ratio – 3 Years
1.24
0.19
Volatility – 1 Year
18.18%
25.24%
Volatility – 3 Years
17.99%
21.26%
Beta – 1 Year
0.94
1.29
Beta – 3 Years
1.01
1.17
Sharpe Ratio – 1 Year
0.75
0.11
Sharpe Ratio – 3 Years
0.97
0.48
Worst Rolling Year
—
-9.34%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
−20.05%
−6.25%
Recovery Period
162 days
13 days
1-Year Rolling Windows Positive
—
93.29%
Median Rolling Year
—
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 23% · M 15% · S 57%
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 1% / 1%