ICICI Prudential PMS PIPE Portfolio

Pipe Portfolio
Take advantage of the trends in financial markets by investing in stakes of companies with potential for returns.

 

PMS Pipe Portfolio

(A series under “The PIPE Portfolio”)

Investment Philosophy:A concentrated portfolio which aims to provide long-term capital appreciation and generate returns by taking meaningful stake in companies enjoying some economic moat or undergoing special situations or in the midst of unfavorable business cycle. Typically, such companies tend to be smaller or out of favour but have the potential to become large because of various dynamics like strong/upcoming business line, quality management, improving margins etc. and offer significant potential for returns.

 

image Investment Strategy

The Portfolio aims to provide long-term capital appreciation and generate returns by taking meaningful stake in companies that are typically smaller or out of favor. For defensive consideration, while waiting for expected investment opportunities or to meet the liquidity requirements from time to time, the Portfolio may invest in debt and money market instruments. .

The Portfolio would look to invest in companies whose market capitalization at the time of investment is very small but have the potential to become large because of various dynamics like strong / upcoming business line, quality management, improving margins etc.

 

image Indicative Portfolio Construct:

  • Equity and equity related instruments to the tune of 65-100%
  • A focused portfolio of 10-15 ideas, predominantly in Small Cap
  • Debt, Money Market and Cash in the range of 0-35% through debt and money market mutual fund scheme/s of ICICI Prudential Mutual Fund for temporary investment purpose
 

image Portfolio Features

  • Portfolio Term
  • Open- Ended
  • Minimum Ticket Size
  • Rs. 25 Lacs
  • Investment Horizon
  • Upto 5 Years from the date of inception
  • Benchmark Index
  • S&P BSE Small Cap