Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Emerging Leaders Strategy vs Ocean-Avendus Olivo Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Emerging Leaders Strategy
Ocean-Avendus Olivo Core Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.66%
0.17%
6 Months
4.68%
−0.88%
1 Year
12.13%
−2.91%
3 Years
—
9.00%
5 Years
—
9.07%
Since Inception
10.02%
14.52%
Fund Age
2 yrs 6 mo
6 yrs 2 mo
AUM
₹267.19 Cr
₹209.81 Cr
Alpha – 1 Year
7.41%
−7.63%
Alpha – 3 Years
—
−3.09%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
16.03%
14.71%
Volatility – 3 Years
—
15.04%
Beta – 1 Year
0.91
0.84
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.46
-0.49
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.86%
—
Recovery Period
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%
—
Number of Stocks
40
—
Portfolio P/E
28.06
—
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%
—
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%