- Product Offerings
- Core Portfolio
- Contra core portfolio
(A series under “Deep Value” Portfolio)
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.
Indicative Portfolio Construct:
- A focused portfolio of 25 – 30 ideas
- Optimal Diversification across Market Capitalization
- Blend of top down and bottom up approach
- Portfolio Term
- Open- Ended
- Minimum Ticket Size
- Investment Horizon
- 4 years and above
- Benchmark Index
- S&P BSE 200