Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
7.03%
6 Months
6.82%
31.10%
1 Year
3.42%
52.47%
3 Years
13.55%
17.74%
5 Years
9.47%
16.38%
Since Inception
15.08%
15.58%
Fund Age
13 yrs 9 mo
16 yrs 9 mo
AUM
₹319.05 Cr
₹132.42 Cr
Alpha – 1 Year
0.44%
47.75%
Alpha – 3 Years
1.66%
5.65%
Information Ratio – 3 Years
0.24
0.46
Volatility – 1 Year
13.79%
26.74%
Volatility – 3 Years
15.92%
21.32%
Beta – 1 Year
0.75
1.30
Beta – 3 Years
0.91
0.97
Sharpe Ratio – 1 Year
-0.08
1.52
Sharpe Ratio – 3 Years
0.53
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−20.24%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
—
89.14%
Median Rolling Year
—
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 63% · M 12% · S 18%
M 9% · S 83%
Number of Stocks
49
26
Portfolio P/E
33.08
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%