Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.77%
4.61%
6 Months
0.72%
3.41%
1 Year
7.26%
20.00%
3 Years
15.71%
24.29%
5 Years
16.27%
—
Since Inception
18.01%
15.71%
Fund Age
7 yrs 11 mo
4 yrs 7 mo
AUM
₹14,208.27 Cr
₹129.22 Cr
Alpha – 1 Year
2.54%
15.28%
Alpha – 3 Years
3.62%
12.20%
Information Ratio – 3 Years
0.79
1.16
Volatility – 1 Year
16.69%
22.01%
Volatility – 3 Years
15.09%
22.99%
Beta – 1 Year
0.95
0.67
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
0.18
0.70
Sharpe Ratio – 3 Years
0.70
1.11
Worst Rolling Year
12.54%
13.28%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−18.56%
−27.23%
Recovery Period
241 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.70%
25.12%
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
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%