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 |
| Strategy Name | Prime Strategy |
| Investment Objective | Long-term capital appreciation via a concentrated equity portfolio. |
| Inception Date | November 10, 2023 |
| Benchmark | S&P BSE 500 TRI |
| Minimum Investment | ₹50 Lakh (as per SEBI mandate) |
| Fund Managers | Anand Shah, Chockalingam Narayanan, Geetika Gupta |
| Portfolio Type | Concentrated High-Conviction Equity |
| Management Fee | Typically ~1.50% p.a. (subject to chosen fee plan) |
| Performance (1-Year) | ~5.46% (vs Benchmark -3.12%) |
| AUM (AMC Level) | ₹25,362.27 Cr (Total PMS AUM) |
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 Prime 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 | ₹1091.59 | 1.04 | 3.18 | 5.04 | 11.07 | 5.17 | NA | NA | NA | 23.10 |
| Benchmark | NA | 2.19 | 3.78 | 1.99 | 2.98 | 0.42 | NA | NA | NA | 12.74 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Nimesh Shah
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The strategy follows a "Research-First" approach, targeting quality businesses with high earnings growth. It specifically looks for "potential winners" within sectors benefiting from government reforms, rural consumption, and the global shift in manufacturing.
While the Value Strategy focuses on undervalued stocks quoting at a discount to intrinsic value, and the Contra Strategy takes bets on underperforming/out-of-favor sectors, the Prime Strategy is a high-conviction play on growth and macro-economic themes. It is less about "buying cheap" and more about "buying quality growth."
Given the concentrated nature of the portfolio and the focus on structural themes, a minimum time horizon of 3 to 4 years is recommended to navigate market volatility and allow the underlying business themes to play out.
Yes, ICICI Prudential generally offers multiple fee options: Fixed Fee: A flat percentage (e.g., 1.5% - 2.5%) charged on the daily average AUM. Hybrid Fee: A lower fixed fee plus a performance-based fee (profit sharing) above a certain hurdle rate (usually 8-10%).
Yes, Non-Resident Indians (NRIs) can invest in this strategy. The investment must be made through an NRE or NRE-PIS account, and the minimum regulatory requirement of ₹50 lakh remains applicable.
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