Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
SVAN Velocity
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%
3.40%
6 Months
4.45%
21.77%
1 Year
9.07%
16.05%
3 Years
17.41%
23.24%
5 Years
13.90%
—
Since Inception
12.23%
24.82%
Fund Age
25 yrs 8 mo
3 yrs 1 mo
AUM
₹1,659.64 Cr
₹415.03 Cr
Alpha – 1 Year
4.35%
11.33%
Alpha – 3 Years
5.32%
11.15%
Information Ratio – 3 Years
1.35
0.72
Volatility – 1 Year
16.92%
25.50%
Volatility – 3 Years
15.61%
24.35%
Beta – 1 Year
0.95
1.34
Beta – 3 Years
0.99
1.27
Sharpe Ratio – 1 Year
0.28
0.50
Sharpe Ratio – 3 Years
0.78
0.77
Worst Rolling Year
-11.28%
23.24%
Value at Worst Rolling Year
₹0.89 Cr
₹1.23 Cr
Deepest Drawdown
−20.82%
−25.33%
Recovery Period
521 days
104 days
1-Year Rolling Windows Positive
89.60%
100.00%
Median Rolling Year
15.37%
24.73%
5-Year Rolling Windows Positive
93.68%
—
Market-Cap Mix
L 58% · M 17% · S 24%
M 2% · S 95%
Number of Stocks
37
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
—
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –