ICICI Prudential PMS Large Cap Portfolio

Largecap Strategy
Give your investment portfolio a solid foundation.

 

ICICI Prudential PMS Largecap Strategy


Investment Objective:ICICI Prudential PMS Largecap Strategy (the Strategy) is a diversified equity portfolio that endeavours to achieve long term capital appreciation by investing predominantly in largecap companies.

 

image Investment Strategy*

The Strategy seeks to achieve capital appreciation through investments in Indian companies or sectors with potential for growth. The Strategy aims to predominantly invest in companies that tend to grow earnings at a fast pace and are reasonably priced.

The Strategy aims to generate alpha by active sector rotation through a top-down approach. The top-down approach is used to identify key macroeconomic and sectoral themes, and subsequently to help identify stocks that are expected to benefit from the same.

The Strategy intends to reduce concentration risk through diversification at the stock and sector levels. The Strategy seeks to invest in largecap companies with a proven track record, effective management and good growth potential.

Historically, large cap stocks have generally fallen by a lesser extent relative to the broader markets. Hence, large cap stocks are believed to turn out to be a relatively stable investment avenue in turbulent economic conditions. The Largecap Strategy aims to identify companies that offer reasonable potential for long-term growth.

 

image Basis for Selection of Securities

The Portfolio Manager invests in large capitalisation stocks with a potential for growth using top-down and bottom-up approach.

 

image Strategy Features*

  • Portfolio Term
  • Open- Ended
  • Minimum Ticket Size
  • Rs. 50 Lacs
  • Investment Horizon
  • 3 years and above
  • Benchmark Index^
  • S&P BSE 100
The details pertaining to the investment approach mentioned herein is a subset of details specified in the Disclosure Document. Kindly refer the Disclosure Document for the detailed investment approach and strategy specific risk factors before investing.
*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 Portfolio Manager reserves the right to change the Benchmark of the Strategy 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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