ICICI Prudential PMS PIPE Portfolio

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

 

ICICI Prudential PMS PIPE Strategy


Investment Objective: ICICI Prudential PMS PIPE Strategy (the Strategy) aims to provide long-term capital appreciation and generate returns by investing predominantly in Mid and Small Cap segment of the market by having exposure in companies enjoying some economic moat; and/or undergoing special situations or in the midst of unfavourable business cycle.

 

imageInvestment Strategy*

The Strategy aims to provide long-term capital appreciation and generate returns by investing into companies, primarily in the Mid and Small Cap segment of the market. For defensive considerations, while waiting for expected investment opportunities or to meet the liquidity requirements from time to time, the Strategy may invest in debt and money market instruments or units of debt and money market mutual fund schemes.

The Strategy may look to invest in companies which are fundamentally strong and which may be considered to be one of the market leaders in their industries. Additionally, the Strategy will aim to invest in companies where the market capitalization at the time of investment is very small but has the potential to become large because of various dynamics like strong / upcoming business line, effective management, improving margins etc.

The Portfolio Manager shall consider one or more of the following aspects for identifying the stocks to invest in:

  • Long Term calls on stocks which have the potential to offer returns.
  • Stocks which have potential growth opportunities provided by business cyclicality, special situations, and/or mispricing by the market.
  • Qualitative assessment based on the concept of ‘Moat’ which allows a firm to earn above-average returns on capital over a long period of time. Concept of Moat provides an analytical framework for selecting companies that usually perform better as compared to their competitors for a number of years the moat exists.

imageBasis for Selection of Securities

The Portfolio Manager under the Strategy predominantly invests in mid and small capitalisation companies which may be undergoing special situations or are in the midst of unfavourable business cycle.

 

imageStrategy Features*

  • Portfolio Term
  • Open- Ended
  • Minimum Ticket Size
  • Rs. 50 Lacs
  • Investment Horizon
  • 5 years and above
  • Benchmark Index^
  • S&P BSE Small Cap
The details pertaining to the investment approach mentioned herein is a subset of details specified in the Disclosure Document. Kindly refer the Disclosure Document for the detailed investment approach and strategy specific risk factors before investing.
*The strategy and portfolio composition described herein involves risk and there can be no assurance that specific objectives will be met under differing market conditions or cycles.
^The Portfolio Manager reserves the right to change the Benchmark of the Strategy at its discretion. The composition of the Portfolio may or may not be the same as that with the composition of the Benchmark
 

imageStrategy Documents

 
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The portfolio is closed for investments/subscription

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