Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
ICICI Prudential - Contra Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
0.77%
6 Months
11.86%
0.72%
1 Year
5.85%
7.26%
3 Years
—
15.71%
5 Years
—
16.27%
Since Inception
15.00%
18.01%
Fund Age
2 yrs 10 mo
7 yrs 11 mo
AUM
₹101.25 Cr
₹14,208.27 Cr
Alpha – 1 Year
1.13%
2.54%
Alpha – 3 Years
—
3.62%
Information Ratio – 3 Years
—
0.79
Volatility – 1 Year
21.08%
16.69%
Volatility – 3 Years
—
15.09%
Beta – 1 Year
1.15
0.95
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.12
0.18
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
12.54%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−17.28%
−18.56%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 19% · S 43%
L 68% · M 7% · S 24%
Number of Stocks
—
42
Portfolio P/E
—
25.76
Top 5 Holdings
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%