Discover rising stars. Be part of their growth journey — an equity portfolio that aims for long-term capital appreciation by investing predominantly in small market capitalisation companies with the potential to become tomorrow's industry leaders.
| Year of Inception | 18-02-2026 |
| Benchmark | BSE 500 TRI |
| Investment Horizon | 5 years & above |
| Market Cap Allocation | Predominantly Small Cap |
| Number of Stocks | ~30–40 (indicative) |
| Since Inception Returns | 10.45% |
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 Rising Stars Strategy is an equity portfolio which aims to provide long-term capital appreciation by investing predominantly in small market capitalisation companies.
The Small and Mid Cap stocks of today have the potential to become the blue chips of tomorrow. The Strategy aims to prudently select companies with the potential to become large, driven by dynamics such as an emerging business line, quality management, and improving margins — factors that can offer meaningful potential for return over a multi-year horizon.
Considers businesses undergoing special situations, an unfavourable business cycle, or mispricing by the market.
Aims to focus on companies demonstrating the potential to become dominant players within their industries or segments.
Aims to invest in companies where the market capitalisation at the time of investment is small, but which carry the potential to scale meaningfully.
A qualitative assessment built around the concept of "Moat" — the ability of a firm to earn above-average returns on capital over a sustained period.
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.
BMV: Business – Management – Valuation. This framework is developed in-house by the Portfolio Manager and is indicative in nature; actual portfolio composition may or may not follow it at all times.
| Trailing Returns (%) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Rising Stars Strategy | -0.36% | 7.08% | - | - | - | - | - | - | 10.45% |
| S&P BSE 500 TRI | 2.19% | 3.78% | - | - | - | - | - | - | -0.05% |
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.
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.
