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ICICI Prudential PMS Emerging Leaders Strategy vs Unifi Insider Shadow*

ICICI Prudential PMS Emerging Leaders Strategy

Unifi Insider Shadow*

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Growth of ₹1 Crore

ICICI Prudential PMS Emerging Leaders Strategy

Unifi Insider Shadow*

Return for the risk

1 yr return

10%

15%

20%

Nifty 500 · 4.7%

ICICI Prudential PMS Emerging Leaders Strategy

12.1% • vol 16%

Unifi Insider Shadow*

9.4% • vol 17%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.66%

4.21%

6 Months

4.68%

10.07%

1 Year

12.13%

9.44%

3 Years

—

8.18%

5 Years

—

8.16%

Since Inception

10.02%

14.06%

Fund Age

2 yrs 6 mo

16 yrs 4 mo

AUM

₹267.19 Cr

₹85.99 Cr

Alpha – 1 Year

7.41%

4.72%

Alpha – 3 Years

—

−3.91%

Information Ratio – 3 Years

—

Volatility – 1 Year

16.03%

17.03%

Volatility – 3 Years

—

Beta – 1 Year

0.91

0.92

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.46

0.30

Sharpe Ratio – 3 Years

—

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%

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Number of Stocks

—

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

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

1% / 0% / 0%

—

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