Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Large Cap Portfolio vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Large Cap Portfolio
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.16%
0.36%
6 Months
3.15%
5.01%
1 Year
11.06%
−5.33%
3 Years
18.79%
1.25%
5 Years
15.00%
−1.56%
Since Inception
16.01%
10.94%
Fund Age
17 yrs 5 mo
6 yrs 11 mo
AUM
₹905.13 Cr
₹122.91 Cr
Alpha – 1 Year
11.41%
−8.31%
Alpha – 3 Years
9.79%
−10.64%
Information Ratio – 3 Years
1.56
-0.98
Volatility – 1 Year
18.35%
16.35%
Volatility – 3 Years
16.43%
16.88%
Beta – 1 Year
1.10
0.87
Beta – 3 Years
1.12
0.86
Sharpe Ratio – 1 Year
0.38
-0.59
Sharpe Ratio – 3 Years
0.82
-0.17
Worst Rolling Year
-6.60%
-5.79%
Value at Worst Rolling Year
₹0.93 Cr
₹0.94 Cr
Deepest Drawdown
−20.17%
−20.60%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
98.49%
54.01%
Median Rolling Year
16.07%
1.42%
5-Year Rolling Windows Positive
99.33%
83.33%
Market-Cap Mix
L 91% · M 6% · S 0%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
—
—
Fixed Fee
2.25% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%