Aiming to identify leaders of tomorrow — an equity portfolio that aims to provide long-term capital appreciation by investing predominantly in mid cap companies with a track record of sustainable growth and the potential to emerge as sector leaders.
| Year of Inception | 20-02-2024 |
| Benchmark | BSE 500 TRI |
| Investment Horizon | 4 years & above |
| Market Cap Allocation | Predominantly Mid Cap |
| Number of Stocks | ~35–40 (indicative) |
| Since Inception Returns | 9.65% |
ICICI Prudential Portfolio Management Services enjoys a rich parentage of two large organizations — ICICI Bank Ltd, India's largest private sector bank and one of the most trusted brands in financial services, and Prudential Plc UK, an international financial services company with significant operations across Asia, the US, and the UK. ICICI Prudential PMS offers multiple portfolio options catering to varied investor needs.
ICICI Prudential PMS Emerging Leaders Strategy aims to provide long-term capital appreciation and generate returns by investing predominantly in mid cap companies.
The Strategy offers an opportunity to participate in the growth of companies that may emerge as future leaders in their respective sectors over a longer period of time. It endeavours to build exposure to mid cap businesses enjoying economic moats and/or those undergoing special situations or an unfavourable business cycle — conditions that can create openings to acquire quality businesses at reasonable valuations.
Aims to invest in companies with a track record of sustainable growth and a clear strategy to gain share in niche markets.
Aims to target firms with sustainable competitive advantages and specialised products or services.
Aims to focus on companies with disciplined competence and strong governance practices, supporting effective leadership and informed decision-making.
Companies focused on innovation, actively launching new products to drive growth and increase market share.
Initial in-house screening based on financial health and business structure, followed by periodic monitoring to capture potential opportunities.
Aims to identify prominent businesses with competent management, available at reasonable valuations.
Businesses aligning with the investment strategy are shortlisted and a diversified portfolio is constructed to optimise returns while managing risk.
Continuous evaluation while proactively mitigating risk and monitoring the portfolio to safeguard long-term goals.
Screens the mid and small cap universe by market cap, liquidity, and industry. An Initiation Note is prepared and the stock is actively covered.
Aims to identify companies with meaningful, sustainable earnings growth through annual report analysis, quarterly result analysis, industry research, and sell-side research.
Assessed on the concept of economic moats — focus on growth, prudent capital allocation, improving ROE, and fair corporate governance standards aligned with shareholder interests.
Companies trading at reasonable valuations with a margin of safety.
BMV: Business – Management – Valuation. This framework, and the "Initiation Note" research process, are developed in-house by the Portfolio Manager and are indicative in nature; actual portfolio composition may or may not follow them at all times.
| Trailing Returns (%) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential PMS Emerging Leaders Strategy | 1.19% | 3.07% | 5.75% | 10.30% | 4.57% | - | - | - | 9.65% |
| S&P BSE 500 TRI | 2.19% | 3.78% | 1.99% | 2.98% | 0.42% | - | - | - | 6.94% |
Wish to make informed investments for long term wealth creation? Speak with our PMS AIF Specialists.
Book a Call with our SpecialistsReturns as of 31st July 2026. Returns up to 1 year are absolute; returns above 1 year are CAGR. QRC Report Card data is updated quarterly.
Ms. Geetika Gupta ceased to be a Portfolio Manager for this Investment Approach w.e.f. July 3, 2026. Mr. Sandip Santdasani was appointed as Portfolio Manager for the Investment Approach w.e.f. July 3, 2026.
The investment strategy, approach and structure of the strategy herein involve risk, and there can be no assurance that specific objectives will be met under differing market conditions or cycles. The investment approach and portfolio composition stated herein are indicative in nature and are subject to change within the provisions of the Disclosure Document (DD) and client agreement, without prior notice to investors. Please refer to the DD and client agreement for details and risk factors, available at https://iciciprualternates.com.
Performance data provided is not verified by SEBI. Past performance may or may not be sustained in the future and is not a guarantee of future results. Performance of an individual client's portfolio may vary significantly from the aggregate/oldest-client data shown, owing to timing of inflows and outflows and differences in portfolio composition arising from client-specific restrictions. The stock(s)/sector(s) mentioned do not constitute any recommendation, and the strategy may or may not hold future positions in them. Investors are advised to consult their legal, tax, and financial advisors before investing.
