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ICICI - Contra Strategy
ICICI - Contra Strategy

ICICI - Contra Strategy

  • ICICI Prudential AMC Ltd
  • Multi Cap AND Flexi Cap
  • 16
    Out of 118*
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Portfolio age7 years, 2 months
3.6%
4.27%
Hurdle Rate**10% or 0%
Fixed fee2.50%
Min. Investment₹50 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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (4.04%)
Allocation by Market Cap
Small Cap (19.89%)
Mid Cap (5.66%)
Large Cap (70.41%)
Sector Holdings
  • Banks22.07%
  • Ferrous Metals12.95%
  • Retailing9.34%
  • Diversified Metals6.12%
  • Construction5.83%
Stock Holdings
  • State Bank of India Ltd6.54%
  • HDFC Bank Ltd6.53%
  • State Bank of India6.31%
  • Vedanta Ltd5.87%
  • Tata Steel Ltd5.85%

bt_logoPORTFOLIO MANAGERS

Anand Shah
  • Manager Rank33 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM20891.13
  • Highest Return In 1 Yr7.19%
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
  • table
  • Grid
Compare
ICICI - Value Strategy
AUM (₹ Cr)
₹1,001.60 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
49 Out of 251
Fixed Fee
2.50%
Scheme Return
5.1%
Benchmark Return
4.27%
ICICI - PIPE Strategy
AUM (₹ Cr)
₹7,193.84 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
25 Out of 53
Fixed Fee
2.50%
Scheme Return
3.63%
Benchmark Return
4.27%
ICICI - Contra Strategy
AUM (₹ Cr)
₹12,695.69 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
133 Out of 251
Fixed Fee
2.50%
Scheme Return
3.6%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
12695.69
(As on Oct, 2025)
Inception Date
Sep 14, 2018
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50% or 0%
Hurdle Rate
10% or 0%
Profit Sharing
15% Profit share above 10% Hurdle or 20% Profit Sharing on all profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

Contra Portfolio aims to provide long term capital appreciation and generate returns by investing in underperforming stocks or sectors, which are available at intrinsic valuations and are expected to perform well in the long run.

Investment Approach

Invest in under-performing sectors & sectors available at intrinsic valuations & expected to perform well in the long-run/ Long-term capital appreciation/ Large-cap & Growth biased currently

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
ICICI - Contra Strategy
AUM (₹ Cr)
₹12,695.69 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
133 Out of 251
Fixed Fee
2.50%
Scheme Return
3.6%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

ICICI Prudential AMC Ltd
ICICI Prudential AMC Ltd manages assets worth Rs 27403.71 crores. Its current offering of PMS schemes includes 5 Multi Cap And Flexi Cap, 1 Small And Mid Cap and 1 Large Cap schemes.

AUM (₹ cr)

27,403.71 (As on Oct, 2025)

Number of Schemes

7
Schemes From This AMC
  • table
  • Grid
Compare
ICICI - Value Strategy
AUM (₹ Cr)
₹1,001.60 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
49 Out of 251
Fixed Fee
2.50%
Scheme Return
5.1%
Benchmark Return
4.27%
Quanti-FI Strategy
AUM (₹ Cr)
₹45.85 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
103 Out of 251
Fixed Fee
2.50%
Scheme Return
4.04%
Benchmark Return
4.27%
ICICI - ACE Strategy
AUM (₹ Cr)
₹1,104.12 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
116 Out of 251
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
4.27%
ICICI - Growth Leaders Strategy
AUM (₹ Cr)
₹1,713.94 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
120 Out of 251
Fixed Fee
2.50%
Scheme Return
3.79%
Benchmark Return
4.27%
ICICI - PIPE Strategy
AUM (₹ Cr)
₹7,193.84 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
25 Out of 53
Fixed Fee
2.50%
Scheme Return
3.63%
Benchmark Return
4.27%
ICICI - Large Cap Strategy
AUM (₹ Cr)
₹885.67 Cr
Hurdle Rate
10% or 0%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
22 Out of 28
Fixed Fee
2.50%
Scheme Return
3.61%
Benchmark Return
4.62%
ICICI - Contra Strategy
AUM (₹ Cr)
₹12,695.69 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
133 Out of 251
Fixed Fee
2.50%
Scheme Return
3.6%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of ICICI - Contra Strategy?
The hurdle rate of ICICI - Contra Strategy is 10% or 0%.
What is the fixed fee charged in ICICI - Contra Strategy ?
The fixed fee charged in ICICI - Contra Strategy is 2.50%.
What is the variable fee charged in ICICI - Contra Strategy ?
The variable fee charged in ICICI - Contra Strategy is 1.50% or 0%.
What is the profit sharing in ICICI - Contra Strategy ?
The profit sharing in ICICI - Contra Strategy is 15% Profit share above 10% Hurdle or 20% Profit Sharing on all profits.
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.

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