Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
1.32%
6 Months
6.82%
3.83%
1 Year
3.42%
9.77%
3 Years
13.55%
13.19%
5 Years
9.47%
12.01%
Since Inception
15.08%
14.38%
Fund Age
13 yrs 9 mo
6 yrs 8 mo
AUM
₹319.05 Cr
₹42.66 Cr
Alpha – 1 Year
0.44%
3.80%
Alpha – 3 Years
1.66%
2.30%
Information Ratio – 3 Years
0.24
0.23
Volatility – 1 Year
13.79%
15.84%
Volatility – 3 Years
15.92%
12.64%
Beta – 1 Year
0.75
1.56
Beta – 3 Years
0.91
1.48
Sharpe Ratio – 1 Year
-0.08
0.32
Sharpe Ratio – 3 Years
0.53
0.70
Worst Rolling Year
—
9.09%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−20.24%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 12% · S 18%
L 37% · M 21% · S 27%
Number of Stocks
49
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
2% / 1% / 0%