Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
4.17%
6 Months
10.33%
19.62%
1 Year
12.88%
12.19%
3 Years
16.20%
23.51%
5 Years
21.51%
13.96%
Since Inception
24.95%
23.13%
Fund Age
6 yrs 11 mo
6 yrs 7 mo
AUM
₹7,993.92 Cr
₹2,332.81 Cr
Alpha – 1 Year
8.16%
9.21%
Alpha – 3 Years
4.11%
11.63%
Information Ratio – 3 Years
0.49
0.83
Volatility – 1 Year
18.08%
26.11%
Volatility – 3 Years
17.36%
21.82%
Beta – 1 Year
0.97
1.32
Beta – 3 Years
1.00
1.14
Sharpe Ratio – 1 Year
0.46
0.33
Sharpe Ratio – 3 Years
0.65
0.83
Worst Rolling Year
16.21%
12.50%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−22.83%
−24.27%
Recovery Period
472 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.09%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 14% · S 84%
L 14% · M 33% · S 52%
Number of Stocks
41
33
Portfolio P/E
23.80
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
—
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%