Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
KEDIA - Multi Cap
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%
2.23%
6 Months
4.45%
7.97%
1 Year
9.07%
6.21%
3 Years
17.41%
12.78%
5 Years
13.90%
14.19%
Since Inception
12.23%
16.41%
Fund Age
25 yrs 8 mo
7 yrs 3 mo
AUM
₹1,659.64 Cr
₹115.97 Cr
Alpha – 1 Year
4.35%
1.49%
Alpha – 3 Years
5.32%
0.69%
Information Ratio – 3 Years
1.35
0.20
Volatility – 1 Year
16.92%
15.75%
Volatility – 3 Years
15.61%
15.69%
Beta – 1 Year
0.95
0.82
Beta – 3 Years
0.99
0.88
Sharpe Ratio – 1 Year
0.28
0.12
Sharpe Ratio – 3 Years
0.78
0.51
Worst Rolling Year
-11.28%
11.84%
Value at Worst Rolling Year
₹0.89 Cr
₹1.12 Cr
Deepest Drawdown
−20.82%
−23.37%
Recovery Period
521 days
Not yet recovered
1-Year Rolling Windows Positive
89.60%
100.00%
Median Rolling Year
15.37%
21.02%
5-Year Rolling Windows Positive
93.68%
100.00%
Market-Cap Mix
L 58% · M 17% · S 24%
—
Number of Stocks
37
35
Portfolio P/E
28.58
—
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%
—
Top Sectors
—
—
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%