Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Contra Portfolio vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Contra Portfolio
Xylem Maverick 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%
9.42%
6 Months
0.72%
52.78%
1 Year
7.26%
27.27%
3 Years
15.71%
—
5 Years
16.27%
—
Since Inception
18.01%
23.72%
Fund Age
7 yrs 11 mo
19 mo
AUM
₹14,208.27 Cr
₹71.55 Cr
Alpha – 1 Year
2.54%
22.55%
Alpha – 3 Years
3.62%
—
Information Ratio – 3 Years
0.79
—
Volatility – 1 Year
16.69%
31.93%
Volatility – 3 Years
15.09%
—
Beta – 1 Year
0.95
1.29
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
0.18
0.74
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
12.54%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−18.56%
−27.01%
Recovery Period
241 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.70%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 7% · S 24%
S 96%
Number of Stocks
42
19
Portfolio P/E
25.76
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%