Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.13%
6.38%
6 Months
4.45%
30.29%
1 Year
9.07%
21.45%
3 Years
17.41%
18.94%
5 Years
13.90%
—
Since Inception
12.23%
23.25%
Fund Age
25 yrs 8 mo
3 yrs 1 mo
AUM
₹1,659.64 Cr
₹185.04 Cr
Alpha – 1 Year
4.35%
16.73%
Alpha – 3 Years
5.32%
6.85%
Information Ratio – 3 Years
1.35
0.59
Volatility – 1 Year
16.92%
29.11%
Volatility – 3 Years
15.61%
25.42%
Beta – 1 Year
0.95
1.26
Beta – 3 Years
0.99
1.13
Sharpe Ratio – 1 Year
0.28
0.62
Sharpe Ratio – 3 Years
0.78
0.60
Worst Rolling Year
-11.28%
18.95%
Value at Worst Rolling Year
₹0.89 Cr
₹1.19 Cr
Deepest Drawdown
−20.82%
−27.74%
Recovery Period
521 days
472 days
1-Year Rolling Windows Positive
89.60%
100.00%
Median Rolling Year
15.37%
20.62%
5-Year Rolling Windows Positive
93.68%
—
Market-Cap Mix
L 58% · M 17% · S 24%
—
Number of Stocks
37
40
Portfolio P/E
28.58
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
—
—
Fixed Fee
2.25% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%