Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
SVAN Velocity
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%
3.40%
6 Months
0.72%
21.77%
1 Year
7.26%
16.05%
3 Years
15.71%
23.24%
5 Years
16.27%
—
Since Inception
18.01%
24.82%
Fund Age
7 yrs 11 mo
3 yrs 1 mo
AUM
₹14,208.27 Cr
₹415.03 Cr
Alpha – 1 Year
2.54%
11.33%
Alpha – 3 Years
3.62%
11.15%
Information Ratio – 3 Years
0.79
0.72
Volatility – 1 Year
16.69%
25.50%
Volatility – 3 Years
15.09%
24.35%
Beta – 1 Year
0.95
1.34
Beta – 3 Years
0.95
1.27
Sharpe Ratio – 1 Year
0.18
0.50
Sharpe Ratio – 3 Years
0.70
0.77
Worst Rolling Year
12.54%
23.24%
Value at Worst Rolling Year
₹1.13 Cr
₹1.23 Cr
Deepest Drawdown
−18.56%
−25.33%
Recovery Period
241 days
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.70%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 7% · S 24%
M 2% · S 95%
Number of Stocks
42
—
Portfolio P/E
25.76
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
—
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –