Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.77%
3.74%
6 Months
0.72%
1.17%
1 Year
7.26%
15.87%
3 Years
15.71%
19.02%
5 Years
16.27%
—
Since Inception
18.01%
16.58%
Fund Age
7 yrs 11 mo
4 yrs 5 mo
AUM
₹14,208.27 Cr
₹72.15 Cr
Alpha – 1 Year
2.54%
8.33%
Alpha – 3 Years
3.62%
7.76%
Information Ratio – 3 Years
0.79
—
Volatility – 1 Year
16.69%
18.13%
Volatility – 3 Years
15.09%
18.07%
Beta – 1 Year
0.95
1.41
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
0.18
0.61
Sharpe Ratio – 3 Years
0.70
0.77
Worst Rolling Year
12.54%
15.14%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−18.56%
−22.14%
Recovery Period
241 days
301 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.70%
21.99%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 7% · S 24%
—
Number of Stocks
42
—
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
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%