Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
Invesco - Challengers
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
1.41%
6 Months
10.33%
13.18%
1 Year
12.88%
2.91%
3 Years
16.20%
14.27%
5 Years
21.51%
—
Since Inception
24.95%
11.83%
Fund Age
6 yrs 11 mo
4 yrs 11 mo
AUM
₹7,993.92 Cr
₹31.01 Cr
Alpha – 1 Year
8.16%
−1.81%
Alpha – 3 Years
4.11%
2.18%
Information Ratio – 3 Years
0.49
0.24
Volatility – 1 Year
18.08%
18.67%
Volatility – 3 Years
17.36%
17.11%
Beta – 1 Year
0.97
0.97
Beta – 3 Years
1.00
0.95
Sharpe Ratio – 1 Year
0.46
-0.04
Sharpe Ratio – 3 Years
0.65
0.56
Worst Rolling Year
16.21%
12.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−22.83%
−24.73%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.09%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 14% · S 84%
L 37% · M 30% · S 33%
Number of Stocks
41
26
Portfolio P/E
23.80
54.84
Top 5 Holdings
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—