Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Large Cap Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Large Cap Portfolio
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.16%
4.52%
6 Months
3.15%
24.02%
1 Year
11.06%
36.06%
3 Years
18.79%
24.43%
5 Years
15.00%
16.10%
Since Inception
16.01%
15.98%
Fund Age
17 yrs 5 mo
14 yrs 10 mo
AUM
₹905.13 Cr
₹214.08 Cr
Alpha – 1 Year
11.41%
31.34%
Alpha – 3 Years
9.79%
12.34%
Information Ratio – 3 Years
1.56
1.07
Volatility – 1 Year
18.35%
26.85%
Volatility – 3 Years
16.43%
19.70%
Beta – 1 Year
1.10
1.34
Beta – 3 Years
1.12
1.03
Sharpe Ratio – 1 Year
0.38
1.08
Sharpe Ratio – 3 Years
0.82
0.96
Worst Rolling Year
-6.60%
-9.81%
Value at Worst Rolling Year
₹0.93 Cr
₹0.90 Cr
Deepest Drawdown
−20.17%
−18.65%
Recovery Period
308 days
63 days
1-Year Rolling Windows Positive
98.49%
90.43%
Median Rolling Year
16.07%
15.98%
5-Year Rolling Windows Positive
99.33%
100.00%
Market-Cap Mix
L 91% · M 6% · S 0%
L 40% · M 33% · S 24%
Number of Stocks
28
31
Portfolio P/E
29.62
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%