Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
6.82%
24.02%
1 Year
3.42%
36.06%
3 Years
13.55%
24.43%
5 Years
9.47%
16.10%
Since Inception
15.08%
15.98%
Fund Age
13 yrs 9 mo
14 yrs 10 mo
AUM
₹319.05 Cr
₹214.08 Cr
Alpha – 1 Year
0.44%
31.34%
Alpha – 3 Years
1.66%
12.34%
Information Ratio – 3 Years
0.24
1.07
Volatility – 1 Year
13.79%
26.85%
Volatility – 3 Years
15.92%
19.70%
Beta – 1 Year
0.75
1.34
Beta – 3 Years
0.91
1.03
Sharpe Ratio – 1 Year
-0.08
1.08
Sharpe Ratio – 3 Years
0.53
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−20.24%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
—
90.43%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 12% · S 18%
L 40% · M 33% · S 24%
Number of Stocks
49
31
Portfolio P/E
33.08
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%