Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
5.72%
6 Months
6.82%
23.48%
1 Year
3.42%
38.68%
3 Years
13.55%
26.01%
5 Years
9.47%
16.58%
Since Inception
15.08%
18.98%
Fund Age
13 yrs 9 mo
16 yrs 6 mo
AUM
₹319.05 Cr
₹1,885.18 Cr
Alpha – 1 Year
0.44%
33.96%
Alpha – 3 Years
1.66%
13.92%
Information Ratio – 3 Years
0.24
1.27
Volatility – 1 Year
13.79%
28.06%
Volatility – 3 Years
15.92%
20.41%
Beta – 1 Year
0.75
1.39
Beta – 3 Years
0.91
1.06
Sharpe Ratio – 1 Year
-0.08
1.12
Sharpe Ratio – 3 Years
0.53
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−20.24%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
—
98.28%
Median Rolling Year
—
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 63% · M 12% · S 18%
L 40% · M 32% · S 24%
Number of Stocks
49
28
Portfolio P/E
33.08
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%