Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.13%
4.17%
6 Months
4.45%
19.62%
1 Year
9.07%
12.19%
3 Years
17.41%
23.51%
5 Years
13.90%
13.96%
Since Inception
12.23%
23.13%
Fund Age
25 yrs 8 mo
6 yrs 7 mo
AUM
₹1,659.64 Cr
₹2,332.81 Cr
Alpha – 1 Year
4.35%
9.21%
Alpha – 3 Years
5.32%
11.63%
Information Ratio – 3 Years
1.35
0.83
Volatility – 1 Year
16.92%
26.11%
Volatility – 3 Years
15.61%
21.82%
Beta – 1 Year
0.95
1.32
Beta – 3 Years
0.99
1.14
Sharpe Ratio – 1 Year
0.28
0.33
Sharpe Ratio – 3 Years
0.78
0.83
Worst Rolling Year
-11.28%
12.50%
Value at Worst Rolling Year
₹0.89 Cr
₹1.13 Cr
Deepest Drawdown
−20.82%
−24.27%
Recovery Period
521 days
461 days
1-Year Rolling Windows Positive
89.60%
100.00%
Median Rolling Year
15.37%
23.13%
5-Year Rolling Windows Positive
93.68%
100.00%
Market-Cap Mix
L 58% · M 17% · S 24%
L 14% · M 33% · S 52%
Number of Stocks
37
33
Portfolio P/E
28.58
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%