Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
2.93%
6 Months
6.82%
19.55%
1 Year
3.42%
11.69%
3 Years
13.55%
15.46%
5 Years
9.47%
—
Since Inception
15.08%
23.05%
Fund Age
13 yrs 9 mo
3 yrs 4 mo
AUM
₹319.05 Cr
₹95.08 Cr
Alpha – 1 Year
0.44%
8.71%
Alpha – 3 Years
1.66%
3.58%
Information Ratio – 3 Years
0.24
0.52
Volatility – 1 Year
13.79%
27.25%
Volatility – 3 Years
15.92%
23.29%
Beta – 1 Year
0.75
1.44
Beta – 3 Years
0.91
1.22
Sharpe Ratio – 1 Year
-0.08
0.33
Sharpe Ratio – 3 Years
0.53
0.66
Worst Rolling Year
—
15.47%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−20.24%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.67%
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
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
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%