Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Tamohara - Q Strategy
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%
−0.46%
6 Months
18.21%
6.77%
1 Year
19.11%
7.38%
3 Years
23.58%
9.03%
5 Years
18.40%
—
Since Inception
13.93%
10.29%
Fund Age
11 yrs 4 mo
4 yrs 2 mo
AUM
₹13.37 Cr
₹9.69 Cr
Alpha – 1 Year
16.13%
7.73%
Alpha – 3 Years
11.69%
0.04%
Information Ratio – 3 Years
1.24
0.09
Volatility – 1 Year
18.18%
17.08%
Volatility – 3 Years
17.99%
16.18%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
1.01
1.08
Sharpe Ratio – 1 Year
0.75
0.20
Sharpe Ratio – 3 Years
0.97
0.33
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−20.05%
−24.88%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 41% · M 53%
Number of Stocks
32
22
Portfolio P/E
41.94
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –