Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.77%
5.72%
6 Months
0.72%
23.48%
1 Year
7.26%
38.68%
3 Years
15.71%
26.01%
5 Years
16.27%
16.58%
Since Inception
18.01%
18.98%
Fund Age
7 yrs 11 mo
16 yrs 6 mo
AUM
₹14,208.27 Cr
₹1,885.18 Cr
Alpha – 1 Year
2.54%
33.96%
Alpha – 3 Years
3.62%
13.92%
Information Ratio – 3 Years
0.79
1.27
Volatility – 1 Year
16.69%
28.06%
Volatility – 3 Years
15.09%
20.41%
Beta – 1 Year
0.95
1.39
Beta – 3 Years
0.95
1.06
Sharpe Ratio – 1 Year
0.18
1.12
Sharpe Ratio – 3 Years
0.70
1.06
Worst Rolling Year
12.54%
-4.06%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−18.56%
−18.24%
Recovery Period
241 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
23.70%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 68% · M 7% · S 24%
L 40% · M 32% · S 24%
Number of Stocks
42
28
Portfolio P/E
25.76
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%