Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
10.33%
9.86%
1 Year
12.88%
0.86%
3 Years
16.20%
8.29%
5 Years
21.51%
15.11%
Since Inception
24.95%
11.40%
Fund Age
6 yrs 11 mo
8 yrs 7 mo
AUM
₹7,993.92 Cr
₹119.22 Cr
Alpha – 1 Year
8.16%
1.21%
Alpha – 3 Years
4.11%
−0.71%
Information Ratio – 3 Years
0.49
-0.05
Volatility – 1 Year
18.08%
21.27%
Volatility – 3 Years
17.36%
19.22%
Beta – 1 Year
0.97
1.20
Beta – 3 Years
1.00
1.19
Sharpe Ratio – 1 Year
0.46
-0.10
Sharpe Ratio – 3 Years
0.65
0.25
Worst Rolling Year
16.21%
0.71%
Value at Worst Rolling Year
₹1.16 Cr
₹1.01 Cr
Deepest Drawdown
−22.83%
−29.07%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
30.09%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 14% · S 84%
L 2% · M 52% · S 44%
Number of Stocks
41
33
Portfolio P/E
23.80
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%