ICICI Prudential PMS Flexi Cap Portfolio

Flexicap Strategy
Let your investments benefit from more choice and possibilities for diversification.

 

ICICI Prudential PMS Flexicap Strategy


Investment Philosophy:ICICI Prudential PMS Flexicap Strategy (the Strategy) is a diversified equity portfolio that endeavours to achieve long term capital appreciation and generate returns by investing across market cap.

 

image Investment Strategy*

The Investments are targeted at long-term capital appreciation and follows GARP (Growth at Reasonable Price) Philosophy. The focus is on identifying stocks with attractive growth prospects that are available at reasonable valuations.

The investment strategy follows a mix of a top-down and a bottom-up approach. The top-down approach is used to identify key macroeconomic and sectoral themes and subsequently helps to identify stocks that are expected to benefit from the same. A bottom-up approach is applied based on the belief that there are always individual companies that provide attractive investment opportunities under various industries and market conditions.

The prominence given to the top-down vs. bottom-up approach would vary from time to time depending on macroeconomic, sectoral and company specific fundamentals. The Portfolio Manager would aim to give weightage to other factors like effective management, scalable businesses and pricing power of the company, sustainable competitive edge and visible brands, while selecting investment ideas.

The Portfolio Manager aims to maintain a diversified portfolio by investing in a basket of stocks across market capitalization, without any undue concentration in any stock or sector. The Strategy’s multi-cap investment approach, based on valuation gaps between large, mid and small cap stocks, may facilitate participation in India’s growth story and at the same time, the Portfolio manager aims to benefit from diversification.

The Strategy aims to follow a buy and hold strategy with and aim to fully capitalise on the true underlying value of the business potential, which is expected to get unlocked over a period of time. However, the portfolio may be actively managed to take advantage of certain market trends with an endeavour to enhance returns.

Thus, this investment style aims to provide flexibility to the Portfolio in capturing opportunities through different stages of the economic cycle with relatively low risk.

Market cap strategy: Multi-cap

Investment style: Blend, Diversified Equity portfolio with exposure across Large, Mid and Small Cap stocks

 

image Investment Suitability

The Strategy is suitable for investors:

  • Seeking a portfolio with a potential to generate positive risk-adjusted returns,
  • With an investment horizon of above 4 years
 

image Strategy Features*

  • Portfolio Term
  • Open- Ended
  • Minimum Ticket Size
  • Rs. 50 Lacs
  • Investment Horizon
  • Above 4 years
  • 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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