Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
Sundaram Alternate - SELF
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%
7.67%
6 Months
4.45%
27.70%
1 Year
9.07%
47.52%
3 Years
17.41%
23.98%
5 Years
13.90%
15.87%
Since Inception
12.23%
18.55%
Fund Age
25 yrs 8 mo
16 yrs 2 mo
AUM
₹1,659.64 Cr
₹1,022.92 Cr
Alpha – 1 Year
4.35%
42.80%
Alpha – 3 Years
5.32%
11.89%
Information Ratio – 3 Years
1.35
1.12
Volatility – 1 Year
16.92%
28.29%
Volatility – 3 Years
15.61%
20.76%
Beta – 1 Year
0.95
1.36
Beta – 3 Years
0.99
1.07
Sharpe Ratio – 1 Year
0.28
1.33
Sharpe Ratio – 3 Years
0.78
0.99
Worst Rolling Year
-11.28%
-4.58%
Value at Worst Rolling Year
₹0.89 Cr
₹0.95 Cr
Deepest Drawdown
−20.82%
−19.51%
Recovery Period
521 days
115 days
1-Year Rolling Windows Positive
89.60%
97.86%
Median Rolling Year
15.37%
18.35%
5-Year Rolling Windows Positive
93.68%
100.00%
Market-Cap Mix
L 58% · M 17% · S 24%
L 22% · M 32% · S 42%
Number of Stocks
37
26
Portfolio P/E
28.58
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%