Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
Piper Serica Advisors - Leader 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%
3.10%
6 Months
0.72%
24.70%
1 Year
7.26%
21.80%
3 Years
15.71%
16.46%
5 Years
16.27%
12.29%
Since Inception
18.01%
17.31%
Fund Age
7 yrs 11 mo
7 yrs 2 mo
AUM
₹14,208.27 Cr
₹328.39 Cr
Alpha – 1 Year
2.54%
22.15%
Alpha – 3 Years
3.62%
7.46%
Information Ratio – 3 Years
0.79
1.55
Volatility – 1 Year
16.69%
22.56%
Volatility – 3 Years
15.09%
18.01%
Beta – 1 Year
0.95
1.10
Beta – 3 Years
0.95
0.98
Sharpe Ratio – 1 Year
0.18
0.85
Sharpe Ratio – 3 Years
0.70
1.07
Worst Rolling Year
12.54%
7.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−18.56%
−21.44%
Recovery Period
241 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.70%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 7% · S 24%
—
Number of Stocks
42
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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%
2% / 1% / 1%