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 |
| PMS Provider Name | ICICI Prudential Asset Management Company Ltd |
| Strategy Name | Equity |
| Product Name | Equity |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 18/02/2026 |
| Age | 3 Months |
| AUM (CR) | ₹71.10 |
| Min. Inv. Amount | ₹50,00,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
ICICI Prudential PMS Rising Stars Strategy (the “Rising Stars Strategy”) is an equity portfolio which aims to provide long-term capital appreciation and generate returns by investing predominantly in small market capitalisation companies.
Fund Philosophy
Small-Cap Predominance
The strategy channels its core capital into small-cap enterprises positioned early in their corporate lifecycles. By capturing these emerging micro-leaders, the fund aims to exploit high-growth inflections before these businesses transition into mainstream industry giants.
The BMV Selection Framework
Stock pick execution filters opportunities through a proprietary Business, Management, and Valuation (BMV) framework. This process demands a structurally resilient business model and competent corporate governance, backed by a clear margin of safety at the time of purchase.
Industry Consolidation Capture
A major focal point involves tracking highly fragmented industries that are shifting toward formalization and concentration. The fund prioritizes early market leaders that are gaining market share from unorganized players, unlocking massive non-linear revenue scaling.
Stress-Tested Cash Flows
To insulate the portfolio against speculative mid-market hype, every potential holding undergoes rigorous Discounted Cash Flow (DCF) stress testing. The research team enforces realistic, conservative long-term projections to avoid overpaying for transient near-term earnings spikes.
Institutional Ecosystem Leverage
The strategy benefits directly from the massive, centralized research network of the parent asset management house. This on-the-ground corporate access provides the portfolio manager with early insight into industrial indicators and macro supply-chain shifts.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
ICICI Prudential PMS Rising Stars 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 | ₹13.94 | -7.15 | NA | NA | NA | NA | NA | NA | NA | -7.13 |
| Benchmark | NA | -11.37 | NA | NA | NA | NA | NA | NA | NA | -12.75 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Anup Bagchi
Anup Bagchi is the Managing Director and CEO of ICICI Prudential Life Insurance, having assumed the role in June 2023 after a distinguished three-decade career within the ICICI Group. An alumnus of IIT Kanpur and IIM Bangalore, he previously served as an Executive Director at ICICI Bank, where he spearheaded retail banking, and as the MD & CEO of ICICI Securities, where he was instrumental in scaling the ICICI Direct platform. Beyond his executive duties, Bagchi has significantly influenced the Indian financial landscape through his work on various regulatory committees for SEBI and RBI, specifically focusing on financial technology and MSME growth.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
To invest in the ICICI Prudential PMS Rising Stars Strategy, clients must deploy a minimum investment amount of ₹50,00,000 (INR 50 Lakhs), which matches the statutory floor designated by SEBI for Portfolio Management Services in India.
The strategy measures its absolute returns, underlying volatility matrix, and alpha generation capabilities directly against the comprehensive BSE 500 TRI (Total Returns Index).
The ICICI Prudential PMS Rising Stars Strategy acts as a high-growth vehicle focused predominantly on the small-cap segment, hunting for lesser-known public companies capable of achieving scale over long investment horizons.
The investment team applies a strict, multi-step BMV (Business, Management, and Valuation) framework, which isolates high-quality business moats and pairs them with rigorous DCF valuation stress-testing to avoid overvalued assets.
The strategy logged its formal market inception on February 18, 2026, giving the equity portfolio a nascent operational track record of approximately 3 months.
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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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