Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Tamohara - TRUFFLE
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%
8.72%
6 Months
18.21%
28.59%
1 Year
19.11%
28.02%
3 Years
23.58%
18.67%
5 Years
18.40%
17.18%
Since Inception
13.93%
20.03%
Fund Age
11 yrs 4 mo
5 yrs 4 mo
AUM
₹13.37 Cr
₹221.27 Cr
Alpha – 1 Year
16.13%
28.37%
Alpha – 3 Years
11.69%
9.68%
Information Ratio – 3 Years
1.24
0.87
Volatility – 1 Year
18.18%
22.32%
Volatility – 3 Years
17.99%
17.88%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
1.01
0.95
Sharpe Ratio – 1 Year
0.75
0.99
Sharpe Ratio – 3 Years
0.97
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−20.05%
−20.50%
Recovery Period
162 days
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 27% · M 15% · S 55%
L 19% · M 4% · S 74%
Number of Stocks
32
29
Portfolio P/E
41.94
37.50
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%
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 · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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% / – / –