Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
Right Horizons - India Business Leaders
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%
3.11%
6 Months
0.72%
4.12%
1 Year
7.26%
−0.25%
3 Years
15.71%
10.95%
5 Years
16.27%
10.56%
Since Inception
18.01%
10.62%
Fund Age
7 yrs 11 mo
13 yrs 8 mo
AUM
₹14,208.27 Cr
₹41.22 Cr
Alpha – 1 Year
2.54%
0.18%
Alpha – 3 Years
3.62%
2.39%
Information Ratio – 3 Years
0.79
0.52
Volatility – 1 Year
16.69%
20.61%
Volatility – 3 Years
15.09%
17.57%
Beta – 1 Year
0.95
1.24
Beta – 3 Years
0.95
1.19
Sharpe Ratio – 1 Year
0.18
-0.18
Sharpe Ratio – 3 Years
0.70
0.46
Worst Rolling Year
12.54%
-10.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.89 Cr
Deepest Drawdown
−18.56%
−22.41%
Recovery Period
241 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
23.70%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 68% · M 7% · S 24%
L 70% · M 29%
Number of Stocks
42
25
Portfolio P/E
25.76
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%