Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
4.41%
6 Months
6.82%
0.07%
1 Year
3.42%
4.08%
3 Years
13.55%
6.47%
5 Years
9.47%
—
Since Inception
15.08%
11.08%
Fund Age
13 yrs 9 mo
6 yrs 6 mo
AUM
₹319.05 Cr
₹1.91 Cr
Alpha – 1 Year
0.44%
4.51%
Alpha – 3 Years
1.66%
−2.09%
Information Ratio – 3 Years
0.24
-0.44
Volatility – 1 Year
13.79%
16.64%
Volatility – 3 Years
15.92%
14.35%
Beta – 1 Year
0.75
0.98
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
-0.08
-0.01
Sharpe Ratio – 3 Years
0.53
0.13
Worst Rolling Year
—
5.64%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−20.24%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 63% · M 12% · S 18%
L 90% · M 7%
Number of Stocks
49
50
Portfolio P/E
33.08
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –