Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.77%
−0.04%
6 Months
0.72%
0.28%
1 Year
7.26%
2.14%
3 Years
15.71%
10.02%
5 Years
16.27%
13.15%
Since Inception
18.01%
11.46%
Fund Age
7 yrs 11 mo
8 yrs 7 mo
AUM
₹14,208.27 Cr
₹585.94 Cr
Alpha – 1 Year
2.54%
2.49%
Alpha – 3 Years
3.62%
1.02%
Information Ratio – 3 Years
0.79
0.18
Volatility – 1 Year
16.69%
16.38%
Volatility – 3 Years
15.09%
14.42%
Beta – 1 Year
0.95
1.00
Beta – 3 Years
0.95
0.96
Sharpe Ratio – 1 Year
0.18
-0.13
Sharpe Ratio – 3 Years
0.70
0.38
Worst Rolling Year
12.54%
3.37%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−18.56%
−17.04%
Recovery Period
241 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.70%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 7% · S 24%
L 65% · M 26% · S 8%
Number of Stocks
42
31
Portfolio P/E
25.76
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%