Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
IFM Largecap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.77%
−0.16%
6 Months
0.72%
−3.46%
1 Year
7.26%
−0.34%
3 Years
15.71%
—
5 Years
16.27%
—
Since Inception
18.01%
−3.49%
Fund Age
7 yrs 11 mo
14 mo
AUM
₹14,208.27 Cr
₹116.7 Cr
Alpha – 1 Year
2.54%
0.01%
Alpha – 3 Years
3.62%
—
Information Ratio – 3 Years
0.79
—
Volatility – 1 Year
16.69%
17.33%
Volatility – 3 Years
15.09%
—
Beta – 1 Year
0.95
1.08
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
0.18
-0.24
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
12.54%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−18.56%
−16.91%
Recovery Period
241 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.70%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 7% · S 24%
L 83% · M 6% · S 9%
Number of Stocks
42
26
Portfolio P/E
25.76
24.23
Top 5 Holdings
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
—
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.25% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—