Portfolio Management Services (PMS)Compare Schemes
JM Financial - Growth and Value vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
JM Financial - Growth and Value
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.34%
1.47%
6 Months
5.38%
5.42%
1 Year
1.65%
9.64%
3 Years
13.13%
10.36%
5 Years
8.52%
7.75%
Since Inception
13.45%
11.08%
Fund Age
21 yrs 4 mo
9 yrs 11 mo
AUM
₹79.74 Cr
₹66.05 Cr
Alpha – 1 Year
2.08%
9.99%
Alpha – 3 Years
4.56%
1.36%
Information Ratio – 3 Years
0.46
0.51
Volatility – 1 Year
14.11%
17.05%
Volatility – 3 Years
16.18%
14.23%
Beta – 1 Year
0.81
1.05
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
-0.20
0.31
Sharpe Ratio – 3 Years
0.50
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−20.69%
−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 70% · M 8% · S 16%
L 84% · M 12%
Number of Stocks
35
23
Portfolio P/E
35.19
—
Top 5 Holdings
ICICI Bank Ltd · 6.67%
HDFC Bank Ltd · 5.98%
Divis Laboratories Ltd · 5.75%
Infosys Ltd · 5.49%
Pidilite Industries Ltd · 5.45%
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 · 24.56%
Financial Services · 21.72%
Healthcare · 14.99%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
—