PMS · Equity · Flexi Cap
JM Financial - India Resurgent
Fund size₹13 Cr
Alpha (3Y)10.38%
3Y return23.58%
Fund age11 yrs 4 mo
Fund Manager
Growth of₹Cr
JM Financial India Resurgent
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| JM Financial India Resurgent | 15.19% | 19.11% | 10.26% | 23.58% | 18.40% | 13.93% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.89% | 12.35% | 11.98% |
| Excess over benchmark | 16.26% | 16.13% | 9.84% | 11.69% | 6.05% | 1.95% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
17.99%
Benchmark approx 14.69%
A standard deviation reflecting historical swings.
Sensitivity
1.01
Beta vs benchmark 1.00 · 1% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.97
Sharpe
Excess return gained per unit of volatility.
Capture ratio
122 / 67
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −20.05% from its 23 Sep 2024 peak to a 07 Apr 2025 trough, and recovered on 16 Sep 2025 after 162 days.
Max drawdowns
−20.05%
Recovery period
162 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 23 Sep 2024 | 07 Apr 2025 | −20.05% | 196 days | 16 Sep 2025 | 162 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak23 Sep 2024
Trough07 Apr 2025
Depth−20.05%
Fell over196 days
Recovered16 Sep 2025
Recovery took162 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
32
P/E ratio
41.94
P/B ratio
6.39
Avg market cap
₹1.76 L Cr
Asset class
Equity
Market cap
Large cap27.15%
Mid cap15.39%
Small cap55.41%
Cash & others2.05%
As on 31 May 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 17.50% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 2.00% within 2 years, nil after 3 years. Lock-in: Nil.
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