Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.15%
9.87%
6 Months
18.21%
46.37%
1 Year
19.11%
29.61%
3 Years
23.58%
24.62%
5 Years
18.40%
—
Since Inception
13.93%
39.89%
Fund Age
11 yrs 4 mo
20 mo
AUM
₹13.37 Cr
₹147.17 Cr
Alpha – 1 Year
16.13%
24.89%
Alpha – 3 Years
11.69%
12.53%
Information Ratio – 3 Years
1.24
—
Volatility – 1 Year
18.18%
25.97%
Volatility – 3 Years
17.99%
29.84%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
1.01
—
Sharpe Ratio – 1 Year
0.75
0.92
Sharpe Ratio – 3 Years
0.97
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.05%
−21.24%
Recovery Period
162 days
58 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
—
Number of Stocks
32
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%