ICICI Prudential PMS Large Cap Portfolio

PMS Contra Portfolio
Give your investment portfolio a solid foundation.

 

Contra Portfolio

(A series under “Deep Value” Portfolio)
 

image Investment Strategy

ICICI Prudential PMS Contra Portfolio aims to provide long term capital appreciation and generate returns by investing in underperforming stocks or sectors, which are available at intrinsic valuations and are expected to perform well in the long run.

To strike an appropriate balance of concentration and diversification Portfolio Manager retains the flexibility to invest across market capitalization and sectors.

Identification: Identification of sectors or companies which are facing temporary headwinds.

Selection Criteria: Parameters such as ROE, ROCE, Market Cap by Cash Profit, P/E, Corporate Governance & Capital Allocation Track Record are used to determine investability.

Portfolio Construction: Basis results of screeners, the portfolio is constructed by choosing sectors/companies which are facing temporary stress and are expected to survive in long run.

 

image Indicative Portfolio Construct:

  • A focused portfolio of 25 – 30 ideas
  • Optimal Diversification across Market Capitalization
  • Blend of top down and bottom up approach
 

image Portfolio Features

  • Portfolio Term
  • Open- Ended
  • Minimum Ticket Size
  • Rs.25,00,000
  • Investment Horizon
  • 4 years and above
  • Benchmark Index
  • S&P BSE 200


 
The strategy, portfolio composition and portfolio features described herein involves risk and there can be no assurance that specific objectives will be met under differing market conditions or cycles. The investment strategy and the composition of the portfolio as stated herein is only indicative in nature and is subject to change within the provisions of the disclosure document and client agreement without any prior notice to investors. Please refer to the disclosure document & client agreement for details and risk factors.
 
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The portfolio is closed for investments/subscription

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The portfolio is closed for investments/subscription

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The portfolio is closed for investments/subscription

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The portfolio is closed for investments/subscription

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The portfolio is closed for investments/subscription

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