Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
0.72%
8.08%
1 Year
7.26%
10.16%
3 Years
15.71%
15.60%
5 Years
16.27%
—
Since Inception
18.01%
19.84%
Fund Age
7 yrs 11 mo
6 yrs 11 mo
AUM
₹14,208.27 Cr
₹3.18 Cr
Alpha – 1 Year
2.54%
7.18%
Alpha – 3 Years
3.62%
3.72%
Information Ratio – 3 Years
0.79
0.60
Volatility – 1 Year
16.69%
19.93%
Volatility – 3 Years
15.09%
18.09%
Beta – 1 Year
0.95
1.12
Beta – 3 Years
0.95
1.14
Sharpe Ratio – 1 Year
0.18
0.31
Sharpe Ratio – 3 Years
0.70
0.60
Worst Rolling Year
12.54%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−18.56%
−19.38%
Recovery Period
241 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.70%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 7% · S 24%
L 31% · M 55% · S 12%
Number of Stocks
42
29
Portfolio P/E
25.76
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –