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About ICICI Prudential PMS

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.

Free Consultation

Key People

Anand Shah

CIO, Alternates, ICICI prudential AMC

Geetika Gupta

Fund Manager, ICICI Prudential AMC

Chockalingam Narayanan

Senior Fund Manager – PMS & AIF

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

PMS Product Performance

Company Name / Product Name Category Date of Inception AUM (Cr) 1Y Return 2Y Return 3Y Return 5Y Return 10Y Return Since Inception Return
ICICI Prudential PMS ACE Strategy Small Cap 815.81 3.58% 26.51% 21.88% 25.50% 14.24% 15.05%
ICICI Prudential PMS PIPE Strategy Small Cap 01 Sep 2019 6688.15 -2.36% 20.94% 27.46% 34.88% - 27.48%
ICICI Prudential PMS Growth Leaders Strategy Multi Cap 22 Dec 2000 1638.82 -2.05% 20.87% 20.39% 23.56% 14.09% 12.49%
ICICI Prudential PMS Contra Strategy Multi Cap 14 Sep 2018 11739.65 -0.95% 19.76% 24.80% 27.20% - 19.93%
ICICI Prudential PMS Largecap Strategy Large Cap 17 Mar 2009 825.41 -0.74% 22.92% 23.15% 24.29% 14.31% 16.49%
ICICI Prudential PMS Value Strategy Multi Cap 28 Jan 2004 953.20 -3.81% 22.13% 29.89% 29.42% 15.07% 13.10%