ICICI Prudential PMS Large Cap Portfolio

Contra Strategy
Give your investment portfolio a solid foundation.

 

ICICI Prudential PMS Contra Strategy


Investment Philosophy: ICICI Prudential PMS Contra Strategy (the Strategy) seeks to generate capital appreciation by investing predominantly in Equity & Equity Related Instruments through contrarian investing. For defensive consideration, the Strategy may invest in debt and money market mutual fund schemes.

 

image Investment Strategy*

The Strategy aims to provide long term capital appreciation and generate returns by investing in underperforming stocks or sectors, which are available at their intrinsic valuations and are expected to perform well in the long run. For defensive consideration, the Strategy may invest in debt and money market mutual fund schemes.

  • A focused portfolio of investment ideas, agnostic to market capitalizations. The Strategy aims to invest across market capitalisation.
  • Optimal diversification across stocks, with the opportunity to be overweight vis-à-vis its benchmark, S&P BSE 200, on certain high conviction picks, to potentially generate higher alpha.
  • In case of debt exposures, the Strategy may invest in debt instruments through money market/liquid/short term mutual fund schemes of ICICI Prudential Mutual Fund.
  • The Strategy may not be restricted by any particular investment style and may opt for flexibility to select stocks across investment styles.
  • May aim to use cash as a hedge against sharp declines in equity in an endeavour to protect the Strategy.
 

image Investment Suitability

The Strategy is suitable for investors:

  • Seeking long term wealth creation by investing in equities
  • With an investment horizon of 4 years and above
 

image Strategy Features*

  • Portfolio Term
  • Open- Ended
  • Minimum Ticket Size
  • Rs.50 Lacs
  • Investment Horizon
  • 4 years and above
  • Benchmark Index^
  • S&P BSE 200
*The strategy and portfolio composition 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.
^The Portfolio Manager reserves the right to change the Benchmark of the portfolio at its discretion. The composition of the Portfolio may or may not be the same as that with the composition of the Benchmark
 

imageStrategy Documents

 
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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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