Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
White Oak - India Pioneers Equity
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%
3.26%
6 Months
6.82%
4.03%
1 Year
3.42%
0.70%
3 Years
13.55%
10.01%
5 Years
9.47%
8.40%
Since Inception
15.08%
14.84%
Fund Age
13 yrs 9 mo
7 yrs 10 mo
AUM
₹319.05 Cr
₹2,937.84 Cr
Alpha – 1 Year
0.44%
−2.28%
Alpha – 3 Years
1.66%
−1.88%
Information Ratio – 3 Years
0.24
-0.37
Volatility – 1 Year
13.79%
17.90%
Volatility – 3 Years
15.92%
14.65%
Beta – 1 Year
0.75
1.00
Beta – 3 Years
0.91
0.93
Sharpe Ratio – 1 Year
-0.08
-0.18
Sharpe Ratio – 3 Years
0.53
0.35
Worst Rolling Year
—
7.25%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−20.24%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 12% · S 18%
L 58% · M 15% · S 26%
Number of Stocks
49
71
Portfolio P/E
33.08
31.77
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 · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%