Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.13%
0.50%
6 Months
4.45%
2.02%
1 Year
9.07%
0.60%
3 Years
17.41%
8.21%
5 Years
13.90%
5.75%
Since Inception
12.23%
9.73%
Fund Age
25 yrs 8 mo
6 yrs
AUM
₹1,659.64 Cr
₹128.19 Cr
Alpha – 1 Year
4.35%
1.03%
Alpha – 3 Years
5.32%
−0.36%
Information Ratio – 3 Years
1.35
0.12
Volatility – 1 Year
16.92%
19.24%
Volatility – 3 Years
15.61%
14.76%
Beta – 1 Year
0.95
1.13
Beta – 3 Years
0.99
0.95
Sharpe Ratio – 1 Year
0.28
-0.16
Sharpe Ratio – 3 Years
0.78
0.24
Worst Rolling Year
-11.28%
0.20%
Value at Worst Rolling Year
₹0.89 Cr
₹1.00 Cr
Deepest Drawdown
−20.82%
−18.72%
Recovery Period
521 days
Not yet recovered
1-Year Rolling Windows Positive
89.60%
98.09%
Median Rolling Year
15.37%
8.37%
5-Year Rolling Windows Positive
93.68%
100.00%
Market-Cap Mix
L 58% · M 17% · S 24%
L 47% · M 42% · S 11%
Number of Stocks
37
—
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%