Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
9.22%
6 Months
10.33%
9.86%
1 Year
12.88%
32.16%
3 Years
16.20%
19.13%
5 Years
21.51%
12.16%
Since Inception
24.95%
16.12%
Fund Age
6 yrs 11 mo
5 yrs 10 mo
AUM
₹7,993.92 Cr
₹170.31 Cr
Alpha – 1 Year
8.16%
27.44%
Alpha – 3 Years
4.11%
7.04%
Information Ratio – 3 Years
0.49
0.58
Volatility – 1 Year
18.08%
17.07%
Volatility – 3 Years
17.36%
17.73%
Beta – 1 Year
0.97
0.65
Beta – 3 Years
1.00
0.86
Sharpe Ratio – 1 Year
0.46
1.42
Sharpe Ratio – 3 Years
0.65
0.79
Worst Rolling Year
16.21%
0.71%
Value at Worst Rolling Year
₹1.16 Cr
₹1.01 Cr
Deepest Drawdown
−22.83%
−30.82%
Recovery Period
472 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
30.09%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 14% · S 84%
L 11% · M 1% · S 72%
Number of Stocks
41
18
Portfolio P/E
23.80
52.74
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 · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%