- Product Offerings
- Thematic Portfolio
- PMS Pipe Portfolio
PMS Pipe Portfolio
(A series under “The PIPE
Investment Philosophy: An equity portfolio which aims to provide long-term capital appreciation and generate
returns by investing primarily in Mid and Small Cap segment of the market by having exposure in companies
enjoying some economic moat or undergoing special situations or in the midst of unfavourable business cycle.
A Portfolio aims to provide long-term capital appreciation and generate returns by investing into companies,
primarily in Mid and Small Cap segment of the market. 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 or units of debt and money market mutual fund schemes.
Portfolio would look to invest in companies which are fundamentally strong and are considered to be one of the
market leaders in their industries as well as in companies who are at nascent stage with potential to grow,
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.
Indicative Portfolio Composition*:
- Equity and equity related instruments to the tune of 65-100%.
- A focused portfolio of 20-30 ideas, predominantly in the Mid & Small Cap Space.
- Debt, Money Market and Cash in the range of 0-35% through debt and money market mutual fund schemes of
ICICI Prudential Mutual Fund for temporary investment purpose
- 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