Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Money Life - Mas Prime
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Money Life - Mas Prime
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
6.82%
6 Months
6.82%
25.39%
1 Year
3.42%
17.69%
3 Years
13.55%
21.57%
5 Years
9.47%
14.87%
Since Inception
15.08%
17.17%
Fund Age
13 yrs 9 mo
6 yrs 10 mo
AUM
₹319.05 Cr
₹119.43 Cr
Alpha – 1 Year
0.44%
18.04%
Alpha – 3 Years
1.66%
12.57%
Information Ratio – 3 Years
0.24
0.68
Volatility – 1 Year
13.79%
26.38%
Volatility – 3 Years
15.92%
21.61%
Beta – 1 Year
0.75
0.88
Beta – 3 Years
0.91
0.85
Sharpe Ratio – 1 Year
-0.08
0.54
Sharpe Ratio – 3 Years
0.53
0.77
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
49
—
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
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%