About Company
ICICI Prudential AMC Ltd.
Icici Prudential is a major asset management company in the country, focusing on bridging the gap between saving and investing and building long-term wealth for investors through a variety of easy and relevant investment solutions. The AMC is a joint venture between ICICI Bank and Prudential plc, one of the major financial services companies in the United Kingdom.
Fund Snapshot
| Feature | Details |
| Fund Manager | Anand Shah (CIO), Geetika Gupta, and Chockalingam Narayanan |
| Investment Style | Multi-Cap / Growth at Reasonable Price (GARP) |
| Inception Date | March 2007 |
| Benchmark | S&P BSE 500 TRI |
| Min. Investment | ₹50 Lakhs |
Investment Philosophy
ICICI Prudential AMC follows a disciplined, research-driven investment approach focused on delivering consistent, risk-adjusted returns across market cycles:
- Focus on Risk-Adjusted Returns Core objective is to generate superior returns while managing downside risks across varying market conditions.
- Blend of Quantitative & Qualitative Research Investment decisions are driven by a mix of financial analysis, macro insights, and evaluation of management quality and governance standards.
- Asset Allocation & Diversification Strong emphasis on diversified portfolios across equity, debt, and hybrid strategies to balance growth and stability.
- Fixed Income Discipline Debt investments prioritize safety, liquidity, and optimal returns, ensuring capital protection alongside yield generation.
- Robust Risk Management Framework Independent risk oversight, continuous monitoring, and proactive measures help safeguard investor interests and manage volatility.
- Long-Term Investing Approach Encourages disciplined investing through SIPs and long-term holding to benefit from compounding and market cycles.
- Investor-Centric Strategy Product innovation and portfolio positioning are aligned with evolving investor needs, risk appetites, and market opportunities.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
ICICI Prudential PMS Growth Leaders Strategy
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
ICICI Prudential Asset Management Company Ltd
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹1689.84 | 2.13 | 8.95 | 4.45 | 9.07 | 2.07 | 17.41 | 16.20 | 13.90 | 12.23 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | 4.72 | -0.11 | 12.09 | 11.90 | 10.91 | 12.30 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Nimesh Shah
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The strategy focuses on identifying "Growth Leaders"—companies that demonstrate high growth potential but are available at reasonable valuations. It utilizes a disciplined, research-driven approach to balance growth with risk management across different market cycles.
This strategy is best suited for high-net-worth individuals or institutional investors who have a long-term investment horizon (3–5 years) and are looking for a diversified equity portfolio that spans large, mid, and small-cap stocks.
Taxation for PMS is the same as direct equity investing because the stocks are held in your individual demat account. You are liable for Short-Term Capital Gains (STCG) or Long-Term Capital Gains (LTCG) tax based on the holding period of each individual security within the portfolio.
Yes, NRIs are eligible to invest in ICICI Prudential PMS strategies, provided they meet the minimum investment criteria of ₹50 Lakhs and comply with the specific terms and conditions set for overseas investors.
While PMS typically does not have a "lock-in" in the traditional sense, most strategies include an exit load if funds are withdrawn within a specific period (usually 1–3 years). You should refer to the specific fee schedule in your client agreement for the exact percentages.
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