Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
8.72%
6 Months
6.82%
28.59%
1 Year
3.42%
28.02%
3 Years
13.55%
18.67%
5 Years
9.47%
17.18%
Since Inception
15.08%
20.03%
Fund Age
13 yrs 9 mo
5 yrs 4 mo
AUM
₹319.05 Cr
₹221.27 Cr
Alpha – 1 Year
0.44%
28.37%
Alpha – 3 Years
1.66%
9.68%
Information Ratio – 3 Years
0.24
0.87
Volatility – 1 Year
13.79%
22.32%
Volatility – 3 Years
15.92%
17.88%
Beta – 1 Year
0.75
1.03
Beta – 3 Years
0.91
0.95
Sharpe Ratio – 1 Year
-0.08
0.99
Sharpe Ratio – 3 Years
0.53
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−20.24%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 12% · S 18%
L 19% · M 4% · S 74%
Number of Stocks
49
29
Portfolio P/E
33.08
37.50
Top 5 Holdings
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –