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.
