Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
Invesco - Challengers
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.13%
1.41%
6 Months
4.45%
13.18%
1 Year
9.07%
2.91%
3 Years
17.41%
14.27%
5 Years
13.90%
—
Since Inception
12.23%
11.83%
Fund Age
25 yrs 8 mo
4 yrs 11 mo
AUM
₹1,659.64 Cr
₹31.01 Cr
Alpha – 1 Year
4.35%
−1.81%
Alpha – 3 Years
5.32%
2.18%
Information Ratio – 3 Years
1.35
0.24
Volatility – 1 Year
16.92%
18.67%
Volatility – 3 Years
15.61%
17.11%
Beta – 1 Year
0.95
0.97
Beta – 3 Years
0.99
0.95
Sharpe Ratio – 1 Year
0.28
-0.04
Sharpe Ratio – 3 Years
0.78
0.56
Worst Rolling Year
-11.28%
12.64%
Value at Worst Rolling Year
₹0.89 Cr
₹1.13 Cr
Deepest Drawdown
−20.82%
−24.73%
Recovery Period
521 days
Not yet recovered
1-Year Rolling Windows Positive
89.60%
100.00%
Median Rolling Year
15.37%
17.60%
5-Year Rolling Windows Positive
93.68%
—
Market-Cap Mix
L 58% · M 17% · S 24%
L 37% · M 30% · S 33%
Number of Stocks
37
26
Portfolio P/E
28.58
54.84
Top 5 Holdings
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—