Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
10.33%
24.02%
1 Year
12.88%
36.06%
3 Years
16.20%
24.43%
5 Years
21.51%
16.10%
Since Inception
24.95%
15.98%
Fund Age
6 yrs 11 mo
14 yrs 10 mo
AUM
₹7,993.92 Cr
₹214.08 Cr
Alpha – 1 Year
8.16%
31.34%
Alpha – 3 Years
4.11%
12.34%
Information Ratio – 3 Years
0.49
1.07
Volatility – 1 Year
18.08%
26.85%
Volatility – 3 Years
17.36%
19.70%
Beta – 1 Year
0.97
1.34
Beta – 3 Years
1.00
1.03
Sharpe Ratio – 1 Year
0.46
1.08
Sharpe Ratio – 3 Years
0.65
0.96
Worst Rolling Year
16.21%
-9.81%
Value at Worst Rolling Year
₹1.16 Cr
₹0.90 Cr
Deepest Drawdown
−22.83%
−18.65%
Recovery Period
472 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
30.09%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 14% · S 84%
L 40% · M 33% · S 24%
Number of Stocks
41
31
Portfolio P/E
23.80
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%