Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
10.33%
6.39%
1 Year
12.88%
0.37%
3 Years
16.20%
11.18%
5 Years
21.51%
—
Since Inception
24.95%
4.21%
Fund Age
6 yrs 11 mo
4 yrs 6 mo
AUM
₹7,993.92 Cr
₹59.82 Cr
Alpha – 1 Year
8.16%
−2.61%
Alpha – 3 Years
4.11%
−0.71%
Information Ratio – 3 Years
0.49
0.13
Volatility – 1 Year
18.08%
22.91%
Volatility – 3 Years
17.36%
17.96%
Beta – 1 Year
0.97
1.09
Beta – 3 Years
1.00
1.01
Sharpe Ratio – 1 Year
0.46
-0.11
Sharpe Ratio – 3 Years
0.65
0.38
Worst Rolling Year
16.21%
3.87%
Value at Worst Rolling Year
₹1.16 Cr
₹1.04 Cr
Deepest Drawdown
−22.83%
−25.26%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.09%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 14% · S 84%
L 40% · M 26% · S 33%
Number of Stocks
41
35
Portfolio P/E
23.80
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%