Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
0.72%
2.17%
1 Year
7.26%
7.07%
3 Years
15.71%
15.12%
5 Years
16.27%
—
Since Inception
18.01%
19.80%
Fund Age
7 yrs 11 mo
7 yrs 3 mo
AUM
₹14,208.27 Cr
₹7.19 Cr
Alpha – 1 Year
2.54%
7.50%
Alpha – 3 Years
3.62%
6.56%
Information Ratio – 3 Years
0.79
1.22
Volatility – 1 Year
16.69%
19.38%
Volatility – 3 Years
15.09%
16.31%
Beta – 1 Year
0.95
1.18
Beta – 3 Years
0.95
1.13
Sharpe Ratio – 1 Year
0.18
0.17
Sharpe Ratio – 3 Years
0.70
0.62
Worst Rolling Year
12.54%
14.31%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−18.56%
−17.66%
Recovery Period
241 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.70%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 7% · S 24%
L 73% · M 25%
Number of Stocks
42
100
Portfolio P/E
25.76
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –