Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Large Cap Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Large Cap Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
3.15%
31.10%
1 Year
11.06%
52.47%
3 Years
18.79%
17.74%
5 Years
15.00%
16.38%
Since Inception
16.01%
15.58%
Fund Age
17 yrs 5 mo
16 yrs 9 mo
AUM
₹905.13 Cr
₹132.42 Cr
Alpha – 1 Year
11.41%
47.75%
Alpha – 3 Years
9.79%
5.65%
Information Ratio – 3 Years
1.56
0.46
Volatility – 1 Year
18.35%
26.74%
Volatility – 3 Years
16.43%
21.32%
Beta – 1 Year
1.10
1.30
Beta – 3 Years
1.12
0.97
Sharpe Ratio – 1 Year
0.38
1.52
Sharpe Ratio – 3 Years
0.82
0.68
Worst Rolling Year
-6.60%
-15.93%
Value at Worst Rolling Year
₹0.93 Cr
₹0.84 Cr
Deepest Drawdown
−20.17%
−20.79%
Recovery Period
308 days
134 days
1-Year Rolling Windows Positive
98.49%
89.14%
Median Rolling Year
16.07%
15.32%
5-Year Rolling Windows Positive
99.33%
96.48%
Market-Cap Mix
L 91% · M 6% · S 0%
M 9% · S 83%
Number of Stocks
28
26
Portfolio P/E
29.62
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%