Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
Right Horizons - Alliance
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%
1.80%
6 Months
0.72%
2.80%
1 Year
7.26%
4.89%
3 Years
15.71%
12.23%
5 Years
16.27%
10.64%
Since Inception
18.01%
8.93%
Fund Age
7 yrs 11 mo
12 yrs
AUM
₹14,208.27 Cr
₹134.76 Cr
Alpha – 1 Year
2.54%
−1.08%
Alpha – 3 Years
3.62%
1.34%
Information Ratio – 3 Years
0.79
0.07
Volatility – 1 Year
16.69%
10.79%
Volatility – 3 Years
15.09%
9.62%
Beta – 1 Year
0.95
1.04
Beta – 3 Years
0.95
1.10
Sharpe Ratio – 1 Year
0.18
-0.01
Sharpe Ratio – 3 Years
0.70
0.69
Worst Rolling Year
12.54%
0.05%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−18.56%
−11.50%
Recovery Period
241 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
23.70%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 7% · S 24%
L 50% · M 11% · S 8%
Number of Stocks
42
33
Portfolio P/E
25.76
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.25% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –