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FIRST--Moderate strategy vs JM Financial - Focus

FIRST--Moderate strategy

JM Financial - Focus

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Growth of ₹1 Crore

FIRST--Moderate strategy

JM Financial - Focus

Return for the risk

3 yrs return

10%

15%

20%

JM Financial - Focus

13.6% • vol 15.9%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.61%

1.03%

6 Months

4.10%

6.82%

1 Year

8.70%

3.42%

3 Years

—

13.55%

5 Years

—

9.47%

Since Inception

9.63%

15.08%

Fund Age

2 yrs 4 mo

13 yrs 9 mo

AUM

₹98.62 Cr

₹319.05 Cr

Alpha – 1 Year

3.50%

0.44%

Alpha – 3 Years

—

1.66%

Information Ratio – 3 Years

—

0.24

Volatility – 1 Year

0.83%

13.79%

Volatility – 3 Years

—

15.92%

Beta – 1 Year

0.26

0.75

Beta – 3 Years

—

0.91

Sharpe Ratio – 1 Year

3.58

-0.08

Sharpe Ratio – 3 Years

—

0.53

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−20.24%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 63% · M 12% · S 18%

Number of Stocks

—

Portfolio P/E

—

33.08

Top 5 Holdings

—

ICICI Bank Ltd · 6.48%

HDFC Bank Ltd · 5.81%

Axis Bank Ltd · 5.40%

Divis Laboratories Ltd · 5.04%

Pidilite Industries Ltd · 4.93%

Top Sectors

—

Capital Goods · 25.27%

Financial Services · 18.78%

Healthcare · 14.56%

Fixed Fee

1.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

3% / 2% / 0%

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