Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
KEDIA - Multi Cap
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%
2.23%
6 Months
0.72%
7.97%
1 Year
7.26%
6.21%
3 Years
15.71%
12.78%
5 Years
16.27%
14.19%
Since Inception
18.01%
16.41%
Fund Age
7 yrs 11 mo
7 yrs 3 mo
AUM
₹14,208.27 Cr
₹115.97 Cr
Alpha – 1 Year
2.54%
1.49%
Alpha – 3 Years
3.62%
0.69%
Information Ratio – 3 Years
0.79
0.20
Volatility – 1 Year
16.69%
15.75%
Volatility – 3 Years
15.09%
15.69%
Beta – 1 Year
0.95
0.82
Beta – 3 Years
0.95
0.88
Sharpe Ratio – 1 Year
0.18
0.12
Sharpe Ratio – 3 Years
0.70
0.51
Worst Rolling Year
12.54%
11.84%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−18.56%
−23.37%
Recovery Period
241 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.70%
21.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 7% · S 24%
—
Number of Stocks
42
35
Portfolio P/E
25.76
—
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%
—
Top Sectors
—
—
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%