Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential- Rising Stars Strategy vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
ICICI Prudential- Rising Stars Strategy
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−6.06%
−0.19%
6 Months
14.81%
11.46%
1 Year
—
8.21%
3 Years
—
12.09%
5 Years
—
11.81%
Since Inception
6.62%
13.34%
Fund Age
7 mo
5 yrs 3 mo
AUM
₹376.54 Cr
₹34.29 Cr
Alpha – 1 Year
—
5.23%
Alpha – 3 Years
—
0.21%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
—
24.84%
Volatility – 3 Years
—
21.42%
Beta – 1 Year
—
1.25
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
—
0.21
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
7.11%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−34.77%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 28% · S 68%
L 5% · M 7% · S 69%
Number of Stocks
33
37
Portfolio P/E
—
52.15
Top 5 Holdings
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2.5% / 0% / 0%