Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Ksema - Future Frontier Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
3.35%
6 Months
6.82%
27.55%
1 Year
3.42%
—
3 Years
13.55%
—
5 Years
9.47%
—
Since Inception
15.08%
23.98%
Fund Age
13 yrs 9 mo
7 mo
AUM
₹319.05 Cr
₹3.83 Cr
Alpha – 1 Year
0.44%
—
Alpha – 3 Years
1.66%
—
Information Ratio – 3 Years
0.24
—
Volatility – 1 Year
13.79%
—
Volatility – 3 Years
15.92%
—
Beta – 1 Year
0.75
—
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-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%
L 18% · M 24% · S 55%
Number of Stocks
49
32
Portfolio P/E
33.08
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%