Portfolio Management Services (PMS)Compare Schemes
JM Financial - The Opportunistic vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
JM Financial - The Opportunistic
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.65%
0.25%
6 Months
21.60%
15.19%
1 Year
21.16%
3.21%
3 Years
24.80%
19.65%
5 Years
17.88%
—
Since Inception
9.69%
25.09%
Fund Age
9 yrs 2 mo
3 yrs 5 mo
AUM
₹10.09 Cr
₹4,148.34 Cr
Alpha – 1 Year
18.18%
0.23%
Alpha – 3 Years
12.91%
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
1.87%
21.54%
Volatility – 3 Years
1.87%
22.15%
Beta – 1 Year
—
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
16.58
-0.01
Sharpe Ratio – 3 Years
16.58
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 13% · S 49%
L 26% · M 35% · S 37%
Number of Stocks
22
26
Portfolio P/E
38.25
55.82
Top 5 Holdings
—
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%