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ICICI - Contra Strategy
ICICI - Contra Strategy

ICICI - Contra Strategy

  • ICICI Prudential AMC Ltd
  • Multi Cap AND Flexi Cap
  • 26
    Out of 141*
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PMS Bazaar
Portfolio age7 years, 11 months
1.99%
1.73%
Hurdle Rate**10.00%
Fixed fee2.25%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.92%)
Allocation by Market Cap
Small Cap (22.32%)
Mid Cap (5.76%)
Large Cap (70%)
Sector Holdings
  • Banks16.37%
  • Ferrous Metals11.79%
  • Retailing11.65%
  • Transport Services7.14%
  • Auto Components6.73%
Stock Holdings
  • Bharti Airtel Ltd6.49%
  • Larsen & Toubro Ltd5.1%
  • Tata Steel Ltd5.03%
  • Eternal Ltd4.83%
  • ICICI Bank Ltd4.54%

PORTFOLIO MANAGERS

Anand Shah
  • Manager Rank77 Out of 194
    i
    Rank is based on 3-year return
  • Schemes Managed9
  • Total AUM27864.699999999997
  • Highest Return In 1 Yr10.63%
Profile

Mr Anand Shah assumed the role of Head of PMS and AIF Investments at IPAMC in February 2021. In the past, Anand was Deputy CEO and Head of Investments at BNP Paribas Asset Management Company, where he oversaw both onshore and offshore mandates sub-advised and sales. Anand has earned numerous accolades and prestigious awards for fund management, including 'The CIO of the Year Award 2014-15' from Asia Asset Management. His association with BNP Asset Management spanned almost a decade, starting in March 2011. Before that, Anand served as the Head of Equities at Canara Robeco Asset Management for three years from March 2008. He also held the position of Co-Head Equities at ICICI Prudential Asset Management and Vice President of Investments at Kotak Mutual Fund for six years from May 2000 to December 2006. Anand holds a Post Graduate Diploma in Management from the Indian Institute of Management Lucknow and a B.E. degree from Regional Engineering College, Surat.

Other Schemes
AUM (₹ Cr)
₹1,659.60 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
34 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹905.10 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
6 Out of 30
Fixed Fee
2.25%
AUM (₹ Cr)
₹37.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
59 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹1,471.30 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
63 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹142.40 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
97 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹14,208.30 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
103 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹267.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
26 Out of 62
Fixed Fee
2.25%
AUM (₹ Cr)
₹1,179.70 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
186 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹7,993.90 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
46 Out of 62
Fixed Fee
2.25%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
₹14,208.30 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
103 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 278
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 278
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 278
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 278
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 278
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

ICICI Prudential AMC Ltd
ICICI Prudential AMC Ltd manages assets worth Rs 29784.08 crores. Its current offering of PMS schemes includes 6 Multi Cap And Flexi Cap, 1 Large Cap and 2 Small And Mid Cap schemes.

AUM (₹ cr)

29,784.08 (As on Jun, 2026)

Number of Schemes

9
Schemes From This AMC
AUM (₹ Cr)
₹1,659.60 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
34 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹905.10 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
6 Out of 30
Fixed Fee
2.25%
AUM (₹ Cr)
₹37.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
59 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹1,471.30 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
63 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹142.40 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
97 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹14,208.30 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
103 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹267.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
26 Out of 62
Fixed Fee
2.25%
AUM (₹ Cr)
₹1,179.70 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
186 Out of 278
Fixed Fee
2.25%
AUM (₹ Cr)
₹7,993.90 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
46 Out of 62
Fixed Fee
2.25%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of ICICI - Contra Strategy?
The hurdle rate of ICICI - Contra Strategy is 10.00%.
What is the fixed fee charged in ICICI - Contra Strategy ?
The fixed fee charged in ICICI - Contra Strategy is 2.25%.
What is the variable fee charged in ICICI - Contra Strategy ?
The variable fee charged in ICICI - Contra Strategy is 1.75%.
What is the profit sharing in ICICI - Contra Strategy ?
The profit sharing in ICICI - Contra Strategy is 15% performance fee over a hurdle rate of 10%.
What is the minimum investment in ICICI - Contra Strategy ?
The minimum investment in ICICI - Contra Strategy is ₹50 Lacs
What type of scheme is ICICI - Contra Strategy?
ICICI - Contra Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of ICICI - Contra Strategy?
The inception date of ICICI - Contra Strategy is Sep 14, 2018.
What is the exit load of ICICI - Contra Strategy?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.