Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
3.29%
6 Months
18.21%
14.68%
1 Year
19.11%
11.65%
3 Years
23.58%
7.09%
5 Years
18.40%
8.41%
Since Inception
13.93%
10.45%
Fund Age
11 yrs 4 mo
10 yrs 5 mo
AUM
₹13.37 Cr
₹24.48 Cr
Alpha – 1 Year
16.13%
12.00%
Alpha – 3 Years
11.69%
−1.90%
Information Ratio – 3 Years
1.24
-0.12
Volatility – 1 Year
18.18%
20.48%
Volatility – 3 Years
17.99%
16.32%
Beta – 1 Year
0.94
1.11
Beta – 3 Years
1.01
1.00
Sharpe Ratio – 1 Year
0.75
0.36
Sharpe Ratio – 3 Years
0.97
0.15
Worst Rolling Year
—
-5.06%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−20.05%
−24.00%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
92.00%
Median Rolling Year
—
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 41% · M 5% · S 35%
Number of Stocks
32
31
Portfolio P/E
41.94
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / – / –