Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Large Cap Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Large Cap Portfolio
Right Horizons - India Business Leaders
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%
3.11%
6 Months
3.15%
4.12%
1 Year
11.06%
−0.25%
3 Years
18.79%
10.95%
5 Years
15.00%
10.56%
Since Inception
16.01%
10.62%
Fund Age
17 yrs 5 mo
13 yrs 8 mo
AUM
₹905.13 Cr
₹41.22 Cr
Alpha – 1 Year
11.41%
0.18%
Alpha – 3 Years
9.79%
2.39%
Information Ratio – 3 Years
1.56
0.52
Volatility – 1 Year
18.35%
20.61%
Volatility – 3 Years
16.43%
17.57%
Beta – 1 Year
1.10
1.24
Beta – 3 Years
1.12
1.19
Sharpe Ratio – 1 Year
0.38
-0.18
Sharpe Ratio – 3 Years
0.82
0.46
Worst Rolling Year
-6.60%
-10.52%
Value at Worst Rolling Year
₹0.93 Cr
₹0.89 Cr
Deepest Drawdown
−20.17%
−22.41%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
98.49%
93.48%
Median Rolling Year
16.07%
12.26%
5-Year Rolling Windows Positive
99.33%
99.05%
Market-Cap Mix
L 91% · M 6% · S 0%
L 70% · M 29%
Number of Stocks
28
25
Portfolio P/E
29.62
36.71
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%
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%