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
| Parameter | Details |
| Strategy Name | ACE Strategy |
| Asset Manager | ICICI Prudential AMC Ltd (Alternates Division) |
| Category | Multi Cap / Flexi Cap Equity |
| Inception Date | December 28, 2010 |
| Benchmark | S&P BSE 500 TRI (Total Returns Index) |
| Assets Under Management (AUM) | Approx. ₹1,335.40 Crores (As of April 2026) |
| Fund Managers | Mr. Chockalingam Narayanan, Ms. Geetika Gupta, and Mr. Anand Shah (CIO - PMS & AIF) |
| Minimum Investment | ₹50,00,000 (INR 50 Lakhs) |
| Portfolio Concentration | Focused core portfolio of ~25 to 30 stocks |
| Investment Horizon | 4 Years and above |
| Fee Structure (Standard) |
• Fixed Fee: ~2.25% p.a. • Performance/Variable Fee: 15% to 20% profit sharing depending on chosen hurdle rate options (typically a 10% hurdle rate applies if variable option is selected) |
| Exit Load | 1.00% if redeemed within 0–1 year; 0% thereafter |
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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The strategy relies heavily on an active, bottom-up selection approach aiming to identify "high-quality growth compounders." It leverages a proprietary filtration framework focusing on Business (strong industry positioning and sustainable moats), Management (capital-efficient, agile leadership), and Valuation (disciplined entry points). The objective is to capitalize on structural, under-penetrated themes across the Indian economic spectrum.
No. The ACE Strategy is explicitly market-cap agnostic. While it may lean significantly toward Large Caps for stability (~60-64% historically), it actively allocates the remainder to Mid Caps and Small Caps to capture high-alpha compounding opportunities from emerging structural trends.
In compliance with SEBI regulations for Portfolio Management Services in India, the minimum investment amount is ₹50 Lakhs. Investors can fulfill this via a lump sum amount or by transferring an existing portfolio of equivalent value. Top-up facilities and Systematic Investment Plan (SIP) structures are generally available once the baseline threshold is reached.
If you choose to redeem or liquidate your holdings within the first year (0 to 365 days) from the date of deployment, an exit load of 1.00% is applicable on the redeemed value. Withdrawals made after completion of one year do not attract any exit load.
ICICI Prudential Alternates offers flexible fee options, combining a fixed management fee with a performance-linked variable fee. The hurdle rate (commonly set at 10%) acts as a performance floor. The fund manager only charges a profit-share percentage (e.g., 15% or 20%) on the returns generated above this pre-agreed hurdle rate limit, aligning the manager’s incentives closely with your portfolio growth.
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