Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
Sundaram Alternate - SISOP
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%
5.72%
6 Months
4.45%
23.48%
1 Year
9.07%
38.68%
3 Years
17.41%
26.01%
5 Years
13.90%
16.58%
Since Inception
12.23%
18.98%
Fund Age
25 yrs 8 mo
16 yrs 6 mo
AUM
₹1,659.64 Cr
₹1,885.18 Cr
Alpha – 1 Year
4.35%
33.96%
Alpha – 3 Years
5.32%
13.92%
Information Ratio – 3 Years
1.35
1.27
Volatility – 1 Year
16.92%
28.06%
Volatility – 3 Years
15.61%
20.41%
Beta – 1 Year
0.95
1.39
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
0.28
1.12
Sharpe Ratio – 3 Years
0.78
1.06
Worst Rolling Year
-11.28%
-4.06%
Value at Worst Rolling Year
₹0.89 Cr
₹0.96 Cr
Deepest Drawdown
−20.82%
−18.24%
Recovery Period
521 days
60 days
1-Year Rolling Windows Positive
89.60%
98.28%
Median Rolling Year
15.37%
16.41%
5-Year Rolling Windows Positive
93.68%
99.28%
Market-Cap Mix
L 58% · M 17% · S 24%
L 40% · M 32% · S 24%
Number of Stocks
37
28
Portfolio P/E
28.58
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%