Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
6.82%
10.94%
1 Year
3.42%
1.03%
3 Years
13.55%
11.45%
5 Years
9.47%
15.19%
Since Inception
15.08%
27.03%
Fund Age
13 yrs 9 mo
5 yrs 11 mo
AUM
₹319.05 Cr
₹298.71 Cr
Alpha – 1 Year
0.44%
−3.69%
Alpha – 3 Years
1.66%
−0.64%
Information Ratio – 3 Years
0.24
-0.04
Volatility – 1 Year
13.79%
27.68%
Volatility – 3 Years
15.92%
23.40%
Beta – 1 Year
0.75
1.45
Beta – 3 Years
0.91
1.22
Sharpe Ratio – 1 Year
-0.08
-0.03
Sharpe Ratio – 3 Years
0.53
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−20.24%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 63% · M 12% · S 18%
L 2% · M 2% · S 86%
Number of Stocks
49
36
Portfolio P/E
33.08
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
1% / 0% / 0%