Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Large Cap Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Large Cap Portfolio
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.16%
4.30%
6 Months
3.15%
9.50%
1 Year
11.06%
10.30%
3 Years
18.79%
13.40%
5 Years
15.00%
13.85%
Since Inception
16.01%
12.90%
Fund Age
17 yrs 5 mo
19 yrs 8 mo
AUM
₹905.13 Cr
₹295.65 Cr
Alpha – 1 Year
11.41%
5.60%
Alpha – 3 Years
9.79%
1.30%
Information Ratio – 3 Years
1.56
0.46
Volatility – 1 Year
18.35%
20.18%
Volatility – 3 Years
16.43%
17.30%
Beta – 1 Year
1.10
1.09
Beta – 3 Years
1.12
1.05
Sharpe Ratio – 1 Year
0.38
0.32
Sharpe Ratio – 3 Years
0.82
0.49
Worst Rolling Year
-6.60%
-20.52%
Value at Worst Rolling Year
₹0.93 Cr
₹0.79 Cr
Deepest Drawdown
−20.17%
−12.92%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
98.49%
82.46%
Median Rolling Year
16.07%
16.95%
5-Year Rolling Windows Positive
99.33%
98.31%
Market-Cap Mix
L 91% · M 6% · S 0%
L 21% · M 15% · S 62%
Number of Stocks
28
—
Portfolio P/E
29.62
—
Top 5 Holdings
Samvardhana Motherson International Ltd · 7.11%
Bharti Airtel Ltd · 6.31%
Larsen & Toubro Ltd · 5.58%
State Bank of India · 5.02%
ICICI Bank Ltd · 5.00%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –