Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Emerging Leaders Strategy vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Emerging Leaders Strategy
IFM Largecap Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.66%
−0.16%
6 Months
4.68%
−3.46%
1 Year
12.13%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
10.02%
−3.49%
Fund Age
2 yrs 6 mo
14 mo
AUM
₹267.19 Cr
₹116.7 Cr
Alpha – 1 Year
7.41%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.03%
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
0.91
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.86%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 61% · S 32%
L 83% · M 6% · S 9%
Number of Stocks
40
26
Portfolio P/E
28.06
24.23
Top 5 Holdings
FSN E-Commerce Ventures Ltd · 5.29%
Jindal Stainless Ltd · 4.78%
Jindal Steel Ltd · 3.99%
Sarda Energy & Minerals Ltd · 3.59%
National Aluminium Company Ltd · 3.54%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.25% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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