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Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.
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2/5 selectedJM Focused FundSBI Focused Fund Dir Plan Gr
Portfolio overlap
lower = better diversificationJM Focused × SBI Focused6.9%2 shared stocks · low
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
Funds
| Returns (CAGR) | ||||
1Y return | 1.2% | 10.6%BEST | ||
3Y return | 12.3% | 14.9%BEST | ||
5Y return | 13.2%BEST | 11.6% | ||
Since launch | 14.1% | 15.6%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +3.3% | +12.7%BEST | ||
3Y vs index | +2.5% | +5.1%BEST | ||
5Y vs index | +3.7%BEST | +2.1% | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.35 | 0.83BEST | ||
Sortino ratio | 0.48 | 0.98BEST | ||
Std deviation | 16.52 | 13.91BEST | ||
Alpha | 0.68 | 4.76BEST | ||
Beta | 1.08 | 0.82 | ||
| Cost & size | ||||
Expense ratio | 1.32% | 0.83%BEST | ||
Fund size | ₹293 Cr | ₹51.2k CrBEST | ||
Portfolio P/E | 22.75 | 21.01BEST | ||
| Ratings | ||||
Value Research | ★★★★★ | ★★★★★BEST | ||
Morningstar | ★★★★★ | ★★★★★BEST | ||
| Details | ||||
Fund manager | Asit Bhandarkar, Satish Ramanathan | Rama Iyer Srinivasan | ||
Benchmark | — | BSE 500 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 01 Jan 2013 | 01 Jan 2013 | ||
| Top 5 holdings | ||||
Biggest positions |
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