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: 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.

 

imageInvestment Strategy*

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.

The 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.

imageIndicative 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
 

imagePortfolio 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
*The strategy described herein involves risk and there can be no assurance that specific objectives will be met under differing market conditions or cycles. The investment strategy and the composition of the portfolio as stated herein is only indicative in nature and is subject to change within the provisions of the disclosure document and client agreement without any prior notice to investors. Please refer to the disclosure document & client agreement for details and risk factors.
 
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The portfolio is closed for investments/subscription

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The portfolio is closed for investments/subscription

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The portfolio is closed for investments/subscription

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The portfolio is closed for investments/subscription

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The portfolio is closed for investments/subscription

Ok