PMS AUM (in Rs. Cr)
19343.83

No. of PMS Products
6

No. of AIF Products
4

Data as of
31 Oct 2024

ICICI Prudential Portfolio Management Services (PMS) enjoys a rich parentage of two large organizations ICICI Bank Ltd which is India’s largest private sector bank in addition to being one of the most trusted brands in financial services and Prudential Plc UK, an international financial services company, with significant operations in Asia, US and UK. ICICI Prudential PMS offers multiple portfolio options to cater to varied types of investor needs. ICICI Prudential Portfolio Management Services, strongly believes that Innovation is the key to achieve differentiation in an increasingly competitive market environment. It endeavors to generate new ideas that can stand the test of time and difficult market conditions, thereby benefiting it’s esteemed investors. At the same time, it believes, that the successful art of investing lies in understanding investor’s requirements. Consequently, it packages portfolios as per the investor’s specific requirements.

PMS Product Performance

Company Name /
Product Name
Category Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
ICICI Prudential PMS Contra Strategy Multi Cap14 Sep 2018964942.09%31.42%23.38%26.45%22.21%
ICICI Prudential PMS Growth Leaders Strategy Multi Cap22 Dec 2000159848.16%27.94%19.37%27.86%21.94%13.04%
ICICI Prudential PMS Largecap Strategy Large Cap17 Mar 2009595.2350.59%31.17%21.56%23.25%15.04%17.27%
ICICI Prudential PMS PIPE Strategy Small Cap01 Sep 2019665242.77%41.48%30.83%33.35%32.77%
ICICI Prudential PMS Value Strategy Multi Cap28 Jan 2004849.648.85%41.46%29.70%27.55%17.16%13.76%

Key People

AnandS

Anand Shah
CIO, Alternates, ICICI prudential AMC

He has more than two decades of rich fund management experience in the Asset Management industry, most recently as CEO of NJ Asset Management. Prior to this stint, he was Deputy CEO and Head of Investments at BNP Paribas Asset Management India Pvt. Ltd (BNP Paribas), responsible for investments and overseeing both onshore and offshore mandates sub-advised and sales.
Anand has previously won many laurels and prestigious awards for his fund management. He was the recipient of ‘The CIO of the Year Award 2014-15’ from Asia Asset Management and has also won multiple other fund level awards for his investment performance.
Anand’s association with BNP Paribas was a little less than a decade having joined them in March 2011. Prior to joining BNP Paribas, he was the Head of Equities at Canara Robeco AMC Ltd for a period of three years starting March 2008. He was previously associated with ICICI Prudential AMC Ltd in the capacity of Co-Head Equities and as Vice President Investments at Kotak Mutual Fund for a period of six years from May 2000 to December 2006.
By qualification, he is a Post Graduate Diploma in Management from Indian Institute of Management, Lucknow and holds a B.E. degree from Regional Engineering College, Surat.

Geetika_Gupta

Geetika Gupta
Fund Manager, ICICI Prudential AMC

Ms Geetika Gupta is Fund Manager – Portfolio Management Services & Alternative Investments Funds at ICICI Prudential AMC. She has over a decade of experience in investments, both in sell-side equity research and buy-side research. Prior to joining ICICI, she was Vice President at First Voyager Advisors for six years, where she was responsible for the fund’s investments in Indian equities.

She began her career in 2007 at Lehman Brothers covering US Equities and later interned with Morgan Stanley, Singapore in the Investment Banking Division in 2010. She comes with deep understanding of the BFSI sector, as well as in B2C businesses in the consumer and technology space. She is an alumnus of IIT Delhi (B.Tech, Chemical Engineering) and IIM, Ahmedabad.

Chockalingam Narayanan

Chockalingam Narayanan
Senior Fund Manager – PMS & AIF

Mr. Chockalingam Narayanan has over 17 years of extensive experience in Fund Management, Investment Research and Market Analysis. He has been instrumental in analysing business fundamentals to derive relevant and actionable analysis that has portfolio growth. He is consistently relied upon for providing detailed analysis of the macro-economy, financial markets and ESG that serve as some of the key foundation pillars for the various investment strategies that he has worked with in his career. In his career, he has earlier worked with leading organisations like Baroda BNP Paribas Asset Management India Pvt Ltd, Deutsche Equities India Private Limited and Batlivala & Karani Securities. Academically, Mr Chockalingam Narayanan has a Post Graduate Diploma in Management from T A Pai Management Institute, Manipal and a Bachelor of Commerce from G.R.Damodaran College of Science. He has also passed the Financial Risk Manager (FRM) certification by the Global Association of Risk Professionals, USA.

Awards & Achievements

• In 2024, ICICI Prudential PMS Contra Strategy was awarded 2nd as the Best PMS across all categories, on a 5Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2023, ICICI Prudential PMS Contra Strategy was awarded as the Best PMS across all categories, on a 1Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2021, ICICI Prudential Long Short Fund, a Cat III Long Short AIF, was awarded as the Best AIF in the Cat III Long Short category, on a 2Y Absolute Returns basis. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

PMS Product Performance

Company Name /
Product Name
Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
ICICI Prudential PMS Contra Strategy 14 Sep 2018964942.09%31.42%23.38%26.45%22.21%
ICICI Prudential PMS Growth Leaders Strategy 22 Dec 2000159848.16%27.94%19.37%27.86%21.94%13.04%
ICICI Prudential PMS Largecap Strategy 17 Mar 2009595.2350.59%31.17%21.56%23.25%15.04%17.27%
ICICI Prudential PMS PIPE Strategy 01 Sep 2019665242.77%41.48%30.83%33.35%32.77%
ICICI Prudential PMS Value Strategy 28 Jan 2004849.648.85%41.46%29.70%27.55%17.16%13.76%

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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