Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
10.33%
0.32%
1 Year
12.88%
1.03%
3 Years
16.20%
14.82%
5 Years
21.51%
11.82%
Since Inception
24.95%
13.07%
Fund Age
6 yrs 11 mo
5 yrs 2 mo
AUM
₹7,993.92 Cr
₹56.08 Cr
Alpha – 1 Year
8.16%
−1.95%
Alpha – 3 Years
4.11%
2.94%
Information Ratio – 3 Years
0.49
0.18
Volatility – 1 Year
18.08%
13.89%
Volatility – 3 Years
17.36%
18.35%
Beta – 1 Year
0.97
0.75
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.46
-0.25
Sharpe Ratio – 3 Years
0.65
0.55
Worst Rolling Year
16.21%
12.65%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−22.83%
−26.40%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.09%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 14% · S 84%
L 38% · M 29% · S 24%
Number of Stocks
41
37
Portfolio P/E
23.80
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
—
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%