Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs ICICI Prudential - ACE Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
ICICI Prudential - ACE Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
1.50%
6 Months
24.60%
6.39%
1 Year
7.56%
8.34%
3 Years
20.98%
20.57%
5 Years
—
14.25%
Since Inception
24.10%
14.53%
Fund Age
4 yrs 4 mo
15 yrs 8 mo
AUM
₹3.89 Cr
₹1,471.29 Cr
Alpha – 1 Year
4.58%
3.62%
Alpha – 3 Years
9.08%
8.48%
Information Ratio – 3 Years
0.07
1.81
Volatility – 1 Year
32.74%
17.64%
Volatility – 3 Years
27.24%
15.55%
Beta – 1 Year
1.49
1.00
Beta – 3 Years
1.30
0.98
Sharpe Ratio – 1 Year
0.20
0.24
Sharpe Ratio – 3 Years
0.49
0.95
Worst Rolling Year
17.91%
-7.80%
Value at Worst Rolling Year
₹1.18 Cr
₹0.92 Cr
Deepest Drawdown
−34.40%
−18.41%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
100.00%
94.89%
Median Rolling Year
25.17%
19.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 49% · M 16% · S 33%
Number of Stocks
27
33
Portfolio P/E
52.77
29.89
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
FSN E-Commerce Ventures Ltd · 5.67%
ICICI Bank Ltd · 5.66%
Eternal Ltd · 5.22%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.47%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%