Portfolio Management Services (PMS)Compare Schemes
JM Financial - The Opportunistic vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
JM Financial - The Opportunistic
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.65%
7.67%
6 Months
21.60%
27.70%
1 Year
21.16%
47.52%
3 Years
24.80%
23.98%
5 Years
17.88%
15.87%
Since Inception
9.69%
18.55%
Fund Age
9 yrs 2 mo
16 yrs 2 mo
AUM
₹10.09 Cr
₹1,022.92 Cr
Alpha – 1 Year
18.18%
42.80%
Alpha – 3 Years
12.91%
11.89%
Information Ratio – 3 Years
—
1.12
Volatility – 1 Year
1.87%
28.29%
Volatility – 3 Years
1.87%
20.76%
Beta – 1 Year
—
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
16.58
1.33
Sharpe Ratio – 3 Years
16.58
0.99
Worst Rolling Year
—
-4.58%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
—
−19.51%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
—
97.86%
Median Rolling Year
—
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 13% · S 49%
L 22% · M 32% · S 42%
Number of Stocks
22
26
Portfolio P/E
38.25
50.74
Top 5 Holdings
—
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%