Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
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%
6.23%
6 Months
0.72%
22.18%
1 Year
7.26%
12.29%
3 Years
15.71%
6.28%
5 Years
16.27%
—
Since Inception
18.01%
6.20%
Fund Age
7 yrs 11 mo
3 yrs 4 mo
AUM
₹14,208.27 Cr
₹5.13 Cr
Alpha – 1 Year
2.54%
12.64%
Alpha – 3 Years
3.62%
−2.71%
Information Ratio – 3 Years
0.79
—
Volatility – 1 Year
16.69%
22.31%
Volatility – 3 Years
15.09%
—
Beta – 1 Year
0.95
0.71
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
0.18
0.38
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
12.54%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−18.56%
—
Recovery Period
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 68% · M 7% · S 24%
—
Number of Stocks
42
25
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%
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%