Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Growth Leaders Strategy vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Growth Leaders Strategy
Xylem Maverick Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.13%
9.42%
6 Months
4.45%
52.78%
1 Year
9.07%
27.27%
3 Years
17.41%
—
5 Years
13.90%
—
Since Inception
12.23%
23.72%
Fund Age
25 yrs 8 mo
19 mo
AUM
₹1,659.64 Cr
₹71.55 Cr
Alpha – 1 Year
4.35%
22.55%
Alpha – 3 Years
5.32%
—
Information Ratio – 3 Years
1.35
—
Volatility – 1 Year
16.92%
31.93%
Volatility – 3 Years
15.61%
—
Beta – 1 Year
0.95
1.29
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.28
0.74
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
-11.28%
—
Value at Worst Rolling Year
₹0.89 Cr
—
Deepest Drawdown
−20.82%
−27.01%
Recovery Period
521 days
Not yet recovered
1-Year Rolling Windows Positive
89.60%
—
Median Rolling Year
15.37%
—
5-Year Rolling Windows Positive
93.68%
—
Market-Cap Mix
L 58% · M 17% · S 24%
S 96%
Number of Stocks
37
19
Portfolio P/E
28.58
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%