Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
0.40%
6 Months
10.33%
4.60%
1 Year
12.88%
−5.85%
3 Years
16.20%
5.64%
5 Years
21.51%
—
Since Inception
24.95%
−0.46%
Fund Age
6 yrs 11 mo
4 yrs 7 mo
AUM
₹7,993.92 Cr
₹87.75 Cr
Alpha – 1 Year
8.16%
−8.83%
Alpha – 3 Years
4.11%
−6.25%
Information Ratio – 3 Years
0.49
-0.73
Volatility – 1 Year
18.08%
16.46%
Volatility – 3 Years
17.36%
15.18%
Beta – 1 Year
0.97
0.88
Beta – 3 Years
1.00
0.84
Sharpe Ratio – 1 Year
0.46
-0.62
Sharpe Ratio – 3 Years
0.65
0.08
Worst Rolling Year
16.21%
-2.49%
Value at Worst Rolling Year
₹1.16 Cr
₹0.98 Cr
Deepest Drawdown
−22.83%
−20.88%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
30.09%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 14% · S 84%
M 4% · S 79%
Number of Stocks
41
—
Portfolio P/E
23.80
—
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%