Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
Tamohara - Q Strategy
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%
−0.46%
6 Months
0.72%
6.77%
1 Year
7.26%
7.38%
3 Years
15.71%
9.03%
5 Years
16.27%
—
Since Inception
18.01%
10.29%
Fund Age
7 yrs 11 mo
4 yrs 2 mo
AUM
₹14,208.27 Cr
₹9.69 Cr
Alpha – 1 Year
2.54%
7.73%
Alpha – 3 Years
3.62%
0.04%
Information Ratio – 3 Years
0.79
0.09
Volatility – 1 Year
16.69%
17.08%
Volatility – 3 Years
15.09%
16.18%
Beta – 1 Year
0.95
0.95
Beta – 3 Years
0.95
1.08
Sharpe Ratio – 1 Year
0.18
0.20
Sharpe Ratio – 3 Years
0.70
0.33
Worst Rolling Year
12.54%
7.39%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−18.56%
−24.88%
Recovery Period
241 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.70%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 7% · S 24%
L 41% · M 53%
Number of Stocks
42
22
Portfolio P/E
25.76
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –