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.
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ICICI Prudential PMS Rising Stars Strategy
Benchmark: BSE 500 TRI
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ICICI Prudential Asset Management Company Ltd
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹130.17 | 4.38 | 19.36 | NA | NA | NA | NA | NA | NA | 10.85 |
| Benchmark | NA | 1.73 | 12.10 | NA | NA | NA | NA | NA | NA | -2.20 |
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Anup Bagchi
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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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