Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
Motilal Oswal-Founders
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%
0.25%
6 Months
4.45%
15.19%
1 Year
9.07%
3.21%
3 Years
17.41%
19.65%
5 Years
13.90%
—
Since Inception
12.23%
25.09%
Fund Age
25 yrs 8 mo
3 yrs 5 mo
AUM
₹1,659.64 Cr
₹4,148.34 Cr
Alpha – 1 Year
4.35%
0.23%
Alpha – 3 Years
5.32%
7.77%
Information Ratio – 3 Years
1.35
0.62
Volatility – 1 Year
16.92%
21.54%
Volatility – 3 Years
15.61%
22.15%
Beta – 1 Year
0.95
1.06
Beta – 3 Years
0.99
1.15
Sharpe Ratio – 1 Year
0.28
-0.01
Sharpe Ratio – 3 Years
0.78
0.68
Worst Rolling Year
-11.28%
19.49%
Value at Worst Rolling Year
₹0.89 Cr
₹1.19 Cr
Deepest Drawdown
−20.82%
−27.91%
Recovery Period
521 days
Not yet recovered
1-Year Rolling Windows Positive
89.60%
100.00%
Median Rolling Year
15.37%
21.76%
5-Year Rolling Windows Positive
93.68%
—
Market-Cap Mix
L 58% · M 17% · S 24%
L 26% · M 35% · S 37%
Number of Stocks
37
26
Portfolio P/E
28.58
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%