Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
4.17%
6 Months
6.82%
19.62%
1 Year
3.42%
12.19%
3 Years
13.55%
23.51%
5 Years
9.47%
13.96%
Since Inception
15.08%
23.13%
Fund Age
13 yrs 9 mo
6 yrs 7 mo
AUM
₹319.05 Cr
₹2,332.81 Cr
Alpha – 1 Year
0.44%
9.21%
Alpha – 3 Years
1.66%
11.63%
Information Ratio – 3 Years
0.24
0.83
Volatility – 1 Year
13.79%
26.11%
Volatility – 3 Years
15.92%
21.82%
Beta – 1 Year
0.75
1.32
Beta – 3 Years
0.91
1.14
Sharpe Ratio – 1 Year
-0.08
0.33
Sharpe Ratio – 3 Years
0.53
0.83
Worst Rolling Year
—
12.50%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−20.24%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 12% · S 18%
L 14% · M 33% · S 52%
Number of Stocks
49
33
Portfolio P/E
33.08
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%