ICICI PRUDENTIAL PMS FLEXICAP STRATEGY

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About Company

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

Year of Inception 22-12-2000
Number of Stocks 15-20
Investment Horizon 3-5 Years
Fund Managers Mr. Parag N. Thakkar

Unique Feature

Diversified equity portfolio

Investment Philosophy

The ICICI Prudential PMS Flexicap Strategy aims to follow a buy and hold strategy with and aim to fully capitalise on the true underlying value of the business potential, which is expected to get unlocked over a period of time. However, the portfolio may be actively managed to take advantage of certain market trends with an endeavour to enhance returns.

Thus, this investment style aims to provide flexibility to the Portfolio in capturing opportunities through different stages of the economic cycle with relatively low risk.

Their investment style is a Blend, Diversified Equity portfolio with exposure across Large, Mid and Small Cap stocks.

About Fund Manager

Parag Thakkar :ICICI Prudential – Mutual Fund Manager

Parag Thakkar
Parag Thakkar is a commerce graduate & with over 14 years of experience.Before joining ICICI Prudential Mutual Fund, he worked with HDFC Securities, Quant Capital, and Brics Securities. 

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

ICICI Prudential PMS Value Strategy

AMC Name: ICICI Prudential AMC Ltd. Inc Date: 28-Jan-04
Multi Cap
(PMS)
108.05 Strategy 9.10 15.90 30.50 47.80 35.70 33.20 22.60 20.90 13.00
Nifty 200 8.00 12.40 18.50 26.60 15.20 20.40 17.60 16.10 13.00

ICICI Prudential PMS Contra Strategy

AMC Name: ICICI Prudential AMC Ltd. Inc Date: 14-Sep-18
Multi Cap
(PMS)
2,745.06 Strategy 9.00 12.50 22.90 34.80 27.20 30.10 23.30 NA 21.60
S&P BSE 200 8.00 12.40 18.50 26.60 15.20 20.40 17.60 NA 15.50

ICICI Prudential PMS Growth Leaders Strategy

AMC Name: ICICI Prudential AMC Ltd. Inc Date: 22-Dec-00
Multi Cap
(PMS)
1,078.73 Strategy 8.50 13.90 19.60 28.80 17.00 21.30 18.60 16.90 12.20
S&P BSE 200 8.00 12.40 18.50 26.60 15.20 20.40 17.60 16.10 13.00

ICICI Prudential PMS Largecap Strategy

AMC Name: ICICI Prudential AMC Ltd. Inc Date: 17-Mar-09
Large Cap
(PMS)
95.72 Strategy 10.50 14.80 25.30 31.80 21.10 25.10 19.20 16.50 16.50
S&P BSE 100 7.90 10.90 13.80 21.30 13.20 17.20 16.20 14.50 16.50

ICICI Prudential PMS PIPE Strategy

AMC Name: ICICI Prudential AMC Ltd. Inc Date: 5-Sep-19
Small Cap
(PMS)
2,745.06 Strategy 5.50 11.80 29.00 54.80 36.50 40.50 NA NA 33.10
Nifty Mid Small-cap 400 8.00 12.40 18.50 26.60 15.20 20.40 NA NA 21.40

ICICI Prudential Growth Leaders Fund

AMC Name: ICICI Prudential AMC Ltd. Inc Date: 9-Nov-21
long only
(AIF)
738.52 Strategy 7.50 6.30 22.00 28.00 23.10 NA NA NA 20.30
S&P BSE 200 6.60 5.60 11.70 9.70 9.80 NA NA NA 6.40

ICICI Prudential Long Short Fund - Series I

AMC Name: ICICI Prudential AMC Ltd. Inc Date: 20-Aug-18
long Short
(AIF)
2,345.73 Strategy 0.20 1.20 1.80 5.30 7.40 11.20 12.50 NA 12.40
Index 5.50 4.60 8.60 7.30 8.90 15.80 13.10 NA 11.20

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.