ICICI Prudential Asset Management
ICICI Prudential Portfolio Management Services (PMS) is backed by the strength of ICICI Bank Ltd, India’s largest private sector bank and a trusted brand in financial services, and Prudential Plc UK, a global financial services company with major operations in Asia, the US, and the UK. ICICI Prudential PMS provides a variety of portfolio options to meet diverse investor needs. The firm prioritizes innovation to stand out in a competitive market, aiming to generate ideas that endure through time and challenging market conditions, benefiting its investors. Understanding that successful investing hinges on grasping investor requirements, ICICI Prudential PMS customizes portfolios to match each investor’s unique needs.
PMS AUM
₹ 13070.91 Crores
No. of PMS Strategies:
6
Available AIFs:
4 & On Request
Data as of :
30th June 2024
PMS Strategies and Performance Data
| PMS Provider Name | IA Name | AUM (in INR Cr.) | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Asset Management Company Ltd | ICICI Prudential PMS Contra Strategy | ₹7676.49 | 4.03% | 13.80% | 22.18% | 50.17% | 28.41% | 26.33% |
| ICICI Prudential Asset Management Company Ltd | ICICI Prudential PMS PIPE Strategy | ₹6165.73 | 6.87% | 20.01% | 20.96% | 56.09% | 35.03% | NA |
| ICICI Prudential Asset Management Company Ltd | ICICI Prudential PMS Value Strategy | ₹570.26 | 4.14% | 14.18% | 24.02% | 61.87% | 34.03% | 26.67% |
| ICICI Prudential Asset Management Company Ltd | ICICI Prudential PMS Largecap Strategy | ₹410.91 | 4.47% | 12.52% | 23.30% | 54.54% | 25.08% | 22.16% |
| ICICI Prudential Asset Management Company Ltd | ICICI Prudential PMS ACE Strategy | ₹204.01 | 6.05% | 15.69% | 30.56% | 50.45% | 22.23% | 22.20% |
| ICICI Prudential Asset Management Company Ltd | ICICI Prudential PMS Absolute Return Strategy | ₹43.51 | 6.30% | 14.44% | 25.81% | 62.51% | 32.61% | 27.10% |
*Upto 1 Year Returns are absolute, over 1 year are CAGR.
Key Personnel
Mr. Anand Shah
Head - PMS & AIF Investment
Anand brings over two decades of extensive experience in fund management within the asset management industry. He most recently served as the CEO of NJ Asset Management. Before that, he was the Deputy CEO and Head of Investments at BNP Paribas Asset Management India Pvt. Ltd., where he managed both onshore and offshore mandates.
Throughout his career, Anand has received numerous accolades, including the ‘CIO of the Year Award 2014-15’ from Asia Asset Management, and multiple awards for his fund performance. He joined BNP Paribas in March 2011 and spent nearly a decade with the firm. Prior to that, he was Head of Equities at Canara Robeco AMC Ltd from 2008 to 2011, Co-Head of Equities at ICICI Prudential AMC Ltd, and Vice President of Investments at Kotak Mutual Fund from 2000 to 2006.
Anand holds a Post Graduate Diploma in Management from the Indian Institute of Management, Lucknow, and a Bachelor of Engineering degree from Regional Engineering College, Surat.
Fund Managers
Mr. Chockalingam Narayanan
Sr. Fund Manager
PMS & AIF
Geetika Gupta
Fund Manager
PMS & AIF
Sandip Santdasani
Fund Manager
AIF
**ICICI AMC have an integrated common research team which includes Equity Research analysts across the business activities engaged by ICICI Prudential Asset Management Company Ltd.
Note: Portfolio Managers form a part of the Investment team and they shall be supported by the dealing and research teams