Funds

ICICI Prudential PMS Growth Leaders Strategy

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.

Category: PMS

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.

ICICI Prudential PMS Growth Leaders Strategy

Benchmark: BSE 500 TRI

ICICI Prudential Asset Management Company Ltd

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹1451.70 -11.80 -11.54 -8.52 1.12 3.47 16.66 12.49 14.28 11.52
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 12.89 9.27 11.76 11.79

Fund Manager

Nimesh Shah

Nimesh Shah

Mr. Nimesh Vipinbabu Shah serves as our company's Managing Director and CEO.Mr. Nimesh Vipinbabu Shah serves as our company's Managing Director and CEO. He earned a bachelor's degree in commerce from the University of Bombay.He earned a bachelor's degree in commerce from the University of Bombay. He passed the final exam of the Institute of Chartered Accountants of India.He passed the final exam of the Institute of Chartered Accountants of India. He has over 31 years of experience in the banking and financial services industry.He has over 31 years of experience in the banking and financial services industry. He was elected chairperson of the Association of Mutual Funds in India ("AMFI") on October 12, 2018. He is currently a director at AMFI and a member of the ICICI Foundation for Inclusive Growth's governing council.He was elected chairperson of the Association of Mutual Funds in India ("AMFI") on October 12, 2018. He is currently a director at AMFI and a member of the ICICI Foundation for Inclusive Growth's governing council. He was named "India CEO of the Year" at the Asia Asset Management 2023 Best of the Best Awards, "Best Asset Management CEO India 2017" at the Global Banking & Finance Awards 2017, and "India CEO of the Year" at the Asia Asset Management 2014 Best of the Best Awards.He was named "India CEO of the Year" at the Asia Asset Management 2023 Best of the Best Awards, "Best Asset Management CEO India 2017" at the Global Banking & Finance Awards 2017, and "India CEO of the Year" at the Asia Asset Management 2014 Best of the Best Awards.

Frequently Asked Questions

What is the core investment philosophy of the Growth Leaders Strategy? +

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.

Who is the ideal investor for this PMS? +

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.

How does the taxation work for a PMS investment? +

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.

Can Non-Resident Indians (NRIs) invest in this strategy? +

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.

Is there a lock-in period or exit load? +

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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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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