Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - ACE Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - ACE Portfolio
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.50%
3.11%
6 Months
6.39%
4.12%
1 Year
8.34%
−0.25%
3 Years
20.57%
10.95%
5 Years
14.25%
10.56%
Since Inception
14.53%
10.62%
Fund Age
15 yrs 8 mo
13 yrs 8 mo
AUM
₹1,471.29 Cr
₹41.22 Cr
Alpha – 1 Year
3.62%
0.18%
Alpha – 3 Years
8.48%
2.39%
Information Ratio – 3 Years
1.81
0.52
Volatility – 1 Year
17.64%
20.61%
Volatility – 3 Years
15.55%
17.57%
Beta – 1 Year
1.00
1.24
Beta – 3 Years
0.98
1.19
Sharpe Ratio – 1 Year
0.24
-0.18
Sharpe Ratio – 3 Years
0.95
0.46
Worst Rolling Year
-7.80%
-10.52%
Value at Worst Rolling Year
₹0.92 Cr
₹0.89 Cr
Deepest Drawdown
−18.41%
−22.41%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
94.89%
93.48%
Median Rolling Year
19.16%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 49% · M 16% · S 33%
L 70% · M 29%
Number of Stocks
33
25
Portfolio P/E
29.89
36.71
Top 5 Holdings
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%