Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Motilal Oswal-Founders
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%
0.25%
6 Months
6.82%
15.19%
1 Year
3.42%
3.21%
3 Years
13.55%
19.65%
5 Years
9.47%
—
Since Inception
15.08%
25.09%
Fund Age
13 yrs 9 mo
3 yrs 5 mo
AUM
₹319.05 Cr
₹4,148.34 Cr
Alpha – 1 Year
0.44%
0.23%
Alpha – 3 Years
1.66%
7.77%
Information Ratio – 3 Years
0.24
0.62
Volatility – 1 Year
13.79%
21.54%
Volatility – 3 Years
15.92%
22.15%
Beta – 1 Year
0.75
1.06
Beta – 3 Years
0.91
1.15
Sharpe Ratio – 1 Year
-0.08
-0.01
Sharpe Ratio – 3 Years
0.53
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−20.24%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 63% · M 12% · S 18%
L 26% · M 35% · S 37%
Number of Stocks
49
26
Portfolio P/E
33.08
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 0% / 0%