Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
Tamohara - Q Strategy
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%
−0.46%
6 Months
10.33%
6.77%
1 Year
12.88%
7.38%
3 Years
16.20%
9.03%
5 Years
21.51%
—
Since Inception
24.95%
10.29%
Fund Age
6 yrs 11 mo
4 yrs 2 mo
AUM
₹7,993.92 Cr
₹9.69 Cr
Alpha – 1 Year
8.16%
7.73%
Alpha – 3 Years
4.11%
0.04%
Information Ratio – 3 Years
0.49
0.09
Volatility – 1 Year
18.08%
17.08%
Volatility – 3 Years
17.36%
16.18%
Beta – 1 Year
0.97
0.95
Beta – 3 Years
1.00
1.08
Sharpe Ratio – 1 Year
0.46
0.20
Sharpe Ratio – 3 Years
0.65
0.33
Worst Rolling Year
16.21%
7.39%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−22.83%
−24.88%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.09%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 14% · S 84%
L 41% · M 53%
Number of Stocks
41
22
Portfolio P/E
23.80
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –