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: ICICI Prudential PMS Wellness Strategy
| Feature | Details |
| Strategy Name | Wellness Strategy |
| Fund House | ICICI Prudential AMC Ltd. |
| Investment Objective | Long-term capital appreciation by investing in segments of the Wellness ecosystem, covering both Remedial (Healthcare/Pharma) and Preventive (Fitness/Diagnostics) sectors. |
| Benchmark | S&P BSE 500 TRI |
| Fund Managers | Chockalingam Narayanan, Anand Shah, and Geetika Gupta |
| Inception Date | March 6, 2013 |
| Minimum Investment | ₹50 Lakhs (as per SEBI mandate) |
| Portfolio Structure | Concentrated strategy typically holding 25–30 stocks |
| Market Cap Focus | Multi-cap flexibility (Large, Mid, and Small-cap stocks) |
| Investment Philosophy | A research-driven approach blending quantitative and qualitative analysis, focused on risk-adjusted returns and long-term compounding. |
Key Metrics & Portfolio Positioning
(As of May 31, 2025)
| Metric/Sector | Current Data |
| Major Holdings | Sun Pharmaceutical Industries Ltd, Lupin Ltd, and Medplus Health Services |
| Primary Sectors | Healthcare (Hospitals/Pharma), Consumer Staples (Healthy Foods), and Consumer Discretionary |
| Standard Deviation | ~14.78% |
| Beta | ~0.75 (Indicates lower sensitivity to market swings compared to the benchmark) |
| Sharpe Ratio | ~0.82 |
| Portfolio Moats | Focus on scalable business models with strong governance and sustainable competitive advantages. |
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 Wellness 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 | ₹11.56 | -0.05 | 3.90 | 5.77 | 4.20 | -0.29 | 14.01 | 14.62 | 8.73 | 13.26 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | 4.72 | -0.11 | 12.09 | 11.90 | 10.91 | 14.22 |
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 focuses on the Wellness ecosystem, which is divided into two segments: Remedial (hospitals, pharmaceuticals, and health insurance) and Preventive (diagnostics, fitness, nutrition, and personal care).
In accordance with SEBI regulations, the minimum investment required for the ICICI Prudential PMS Wellness Strategy is ₹50 Lakhs.
The performance of this strategy is benchmarked against the S&P BSE 500 TRI, providing a broad representation of the Indian equity market.
It is a concentrated thematic portfolio, typically holding between 25 to 30 stocks. This allows the fund managers to maintain high-conviction bets within the wellness sector.
The portfolio is managed by a team of experts including Chockalingam Narayanan, Anand Shah, and Geetika Gupta, who utilize a blend of quantitative and qualitative research.
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