Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
3.26%
6 Months
10.33%
4.03%
1 Year
12.88%
0.70%
3 Years
16.20%
10.01%
5 Years
21.51%
8.40%
Since Inception
24.95%
14.84%
Fund Age
6 yrs 11 mo
7 yrs 10 mo
AUM
₹7,993.92 Cr
₹2,937.84 Cr
Alpha – 1 Year
8.16%
−2.28%
Alpha – 3 Years
4.11%
−1.88%
Information Ratio – 3 Years
0.49
-0.37
Volatility – 1 Year
18.08%
17.90%
Volatility – 3 Years
17.36%
14.65%
Beta – 1 Year
0.97
1.00
Beta – 3 Years
1.00
0.93
Sharpe Ratio – 1 Year
0.46
-0.18
Sharpe Ratio – 3 Years
0.65
0.35
Worst Rolling Year
16.21%
7.25%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−22.83%
−18.24%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.09%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 14% · S 84%
L 58% · M 15% · S 26%
Number of Stocks
41
71
Portfolio P/E
23.80
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
—
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%