Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.15%
2.21%
6 Months
18.21%
21.04%
1 Year
19.11%
21.34%
3 Years
23.58%
19.08%
5 Years
18.40%
23.67%
Since Inception
13.93%
—
Fund Age
11 yrs 4 mo
6 yrs 4 mo
AUM
₹13.37 Cr
₹364.08 Cr
Alpha – 1 Year
16.13%
21.69%
Alpha – 3 Years
11.69%
10.08%
Information Ratio – 3 Years
1.24
0.52
Volatility – 1 Year
18.18%
32.28%
Volatility – 3 Years
17.99%
28.08%
Beta – 1 Year
0.94
1.47
Beta – 3 Years
1.01
1.60
Sharpe Ratio – 1 Year
0.75
0.58
Sharpe Ratio – 3 Years
0.97
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−20.05%
−31.98%
Recovery Period
162 days
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 90% · M 10%
Number of Stocks
32
—
Portfolio P/E
41.94
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%