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 | India Recovery Strategy |
| Investment Objective | Capital appreciation by investing in sectors and stocks poised for economic recovery. |
| Inception Date | January 31, 2019 |
| Benchmark | S&P BSE 500 TRI |
| Minimum Investment | ₹50 Lakh |
| Fund Managers | Anand Shah, Chockalingam Narayanan, Geetika Gupta |
| Investment Style | Value / Contrarian Recovery |
| Market Cap | Multi-Cap (Flexibility across Large, Mid, and Small caps) |
| 1-Year Performance | ~31.48% (Benchmark: ~3.64%) |
| Since Inception (CAGR) | ~30.63% (Benchmark: ~15.00%) |
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 India Recovery 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 | ₹9.04 | -2.55 | 2.46 | 15.76 | 18.75 | 5.13 | 24.85 | 29.59 | 33.02 | 29.89 |
| Benchmark | NA | 2.19 | 3.78 | 1.99 | 2.98 | 0.42 | 11.89 | 13.25 | 12.35 | 15.02 |
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 identifies companies that are currently out of favor or operating in sectors undergoing consolidation. It targets "mean reversion" opportunities—businesses where the market has overstated the risks and understated the potential for a fundamental recovery over the medium to long term.
While both look for undervalued stocks, a standard value fund might focus purely on low P/E ratios. The India Recovery Strategy is more "event-driven" and "cycle-driven." It specifically seeks out companies at the bottom of their specific business or sector cycle, betting on a visible trigger for a turnaround rather than just a low price.
The strategy typically maintains a concentrated yet optimally diversified portfolio. While it is benchmark-agnostic and can take heavy overweight positions in high-conviction recovery themes, it generally holds around 25 to 30 stocks to balance the higher risks associated with contrarian investing.
Because recovery themes and business turnarounds take time to manifest in financial results and stock prices, this strategy is best suited for patient investors. A minimum investment timeframe of 4 years or more is generally recommended to allow the recovery cycle to fully play out.
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