Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
Right Horizons - All Seasons
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%
1.32%
6 Months
4.45%
3.83%
1 Year
9.07%
9.77%
3 Years
17.41%
13.19%
5 Years
13.90%
12.01%
Since Inception
12.23%
14.38%
Fund Age
25 yrs 8 mo
6 yrs 8 mo
AUM
₹1,659.64 Cr
₹42.66 Cr
Alpha – 1 Year
4.35%
3.80%
Alpha – 3 Years
5.32%
2.30%
Information Ratio – 3 Years
1.35
0.23
Volatility – 1 Year
16.92%
15.84%
Volatility – 3 Years
15.61%
12.64%
Beta – 1 Year
0.95
1.56
Beta – 3 Years
0.99
1.48
Sharpe Ratio – 1 Year
0.28
0.32
Sharpe Ratio – 3 Years
0.78
0.70
Worst Rolling Year
-11.28%
9.09%
Value at Worst Rolling Year
₹0.89 Cr
₹1.09 Cr
Deepest Drawdown
−20.82%
−15.18%
Recovery Period
521 days
119 days
1-Year Rolling Windows Positive
89.60%
100.00%
Median Rolling Year
15.37%
15.49%
5-Year Rolling Windows Positive
93.68%
100.00%
Market-Cap Mix
L 58% · M 17% · S 24%
L 37% · M 21% · S 27%
Number of Stocks
37
16
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 Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%