Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
1.47%
6 Months
6.82%
5.42%
1 Year
3.42%
9.64%
3 Years
13.55%
10.36%
5 Years
9.47%
7.75%
Since Inception
15.08%
11.08%
Fund Age
13 yrs 9 mo
9 yrs 11 mo
AUM
₹319.05 Cr
₹66.05 Cr
Alpha – 1 Year
0.44%
9.99%
Alpha – 3 Years
1.66%
1.36%
Information Ratio – 3 Years
0.24
0.51
Volatility – 1 Year
13.79%
17.05%
Volatility – 3 Years
15.92%
14.23%
Beta – 1 Year
0.75
1.05
Beta – 3 Years
0.91
1.00
Sharpe Ratio – 1 Year
-0.08
0.31
Sharpe Ratio – 3 Years
0.53
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−20.24%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 12% · S 18%
L 84% · M 12%
Number of Stocks
49
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—