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JHP PMS

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Multi-Strategy Approach: The objective of the Investment Approach is to generate attractive returns over the short to medium term (recommended period = 12 months) by use of a multi strategy catalyst and expectation driven approach. This Investment Approach is suitable for opportunistic participants seeking decent returns with a moderate threshold for risk.

IME Strategy Rating

Not a Recommended AMC: The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on JHP PMS

Type: Flexi Cap | | AUM ( cr) | Inc Date (8.5)

Trailing Performance

2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
JHP The Great Opportunity 42.76
S&P BSE 500 TRI 26.6
Alpha (over Broad Mkt BM) 16.2
Nifty 500 25.8
Alpha (over Category BM) 17

Fund Managers

JHP The Great Opportunity

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.Multi-Strategy Approach: The objective of the Investment Approach is to generate attractive returns over the short to medium term (recommended period = 12 months) by use of a multi strategy catalyst and expectation driven approach. This Investment Approach is suitable for opportunistic participants seeking decent returns with a moderate threshold for risk.Multi-Strategy Approach: The objective of the Investment Approach is to generate attractive returns over the short to medium term (recommended period = 12 months) by use of a multi strategy catalyst and expectation driven approach. This Investment Approach is suitable for opportunistic participants seeking decent returns with a moderate threshold for risk.Not a Recommended AMC: The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.Not a Recommended AMC: The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.Mature Fund: With a 5 year+ track record, the fund has matured and investors should have an ability to guage performance of the fund across market condititions.Mature Fund: With a 5 year+ track record, the fund has matured and investors should have an ability to guage performance of the fund across market condititions.Above Average Performance: The fund is amongst the top 20-40% funds, in terms of performance on a 5 years basis in it's fund categoryAbove Average Performance: The fund is amongst the top 20-40% funds, in terms of performance on a 5 years basis in it's fund category

AMC

AMC: (click link for detailed AMC review)