Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
0.72%
5.42%
1 Year
7.26%
9.64%
3 Years
15.71%
10.36%
5 Years
16.27%
7.75%
Since Inception
18.01%
11.08%
Fund Age
7 yrs 11 mo
9 yrs 11 mo
AUM
₹14,208.27 Cr
₹66.05 Cr
Alpha – 1 Year
2.54%
9.99%
Alpha – 3 Years
3.62%
1.36%
Information Ratio – 3 Years
0.79
0.51
Volatility – 1 Year
16.69%
17.05%
Volatility – 3 Years
15.09%
14.23%
Beta – 1 Year
0.95
1.05
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
0.18
0.31
Sharpe Ratio – 3 Years
0.70
0.40
Worst Rolling Year
12.54%
0.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−18.56%
−17.08%
Recovery Period
241 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
23.70%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 7% · S 24%
L 84% · M 12%
Number of Stocks
42
23
Portfolio P/E
25.76
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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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
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Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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