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ICICI PIPE PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The ICICI PIPE PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the SMALL & MID CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 2.65%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

ICICI PIPE PMS Strategy or Investment Approach - PMS Details

Strategy Name

PIPE Strategy

Start Date

05 September 2019

Category

SMALL & MID CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.6135.7 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Anand Shah

1 Yr. Return

2.65%

3 Yr. Return

23.67%

5 Yr. Return

36.99%

ICICI PIPE Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

5 Yrs, 7 Months

SIP

NA

STP

NA

Average Market Cap

Rs.17881.7 Cr.

ICICI PIPE PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.50% of Fund Value

Variable Profit Sharing

15% (if above 10% Profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

ICICI PIPE PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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ICICI PIPE Portfolio Strategy - Top 5 Sectors

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