Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
14 Sep '18
Total AUM
₹13,391.43Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.7%
Cash1.3%
Equity market cap split
Large Cap69.2%
Small Cap22.0%
Mid Cap7.6%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
1.00%
PMS management
AS
Anand Shah
Fund Manager
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About
Mr Anand Shah has more than two decades of rich fund management experience in the Asset Management industry. Anand joined ICICI Prudential AMC in February 2021. In his previous role, he was CEO of NJ Asset Management. Prior to this stint, he was Deputy CEO and Head of Investments at BNP Paribas Asset Management India Pvt. Ltd, responsible for investments and overseeing both onshore and offshore mandates sub-advised and sales. Prior to joining BNP Paribas, he was the Head of Equities at Canara Robeco AMC Ltd for a period of three years starting March 2008. He was previously associated with ICICI Prudential AMC Ltd in the capacity of Co-Head Equities and as Vice President Investments at Kotak Mutual Fund for a period of six years from May 2000 to December 2006. Anand has previously won multiple laurels and prestigious awards for his fund management. He was the recipient of ‘The CIO of the Year Award 2014-15’ from Asia Asset Management and has also won multiple other fund level awards for his investment performance. By qualification, he is a Post Graduate Diploma in Management from Indian Institute of Management, Lucknow and holds a B.E. degree from Regional Engineering College, Surat.
Experience
Over two decades of experience in fund management.
Investment philosophy
Specializing in equity investments and fund management within the asset management industry.
Previously worked at
NJ Asset Management
BNP Paribas Asset Management
Canara Robeco AMC Ltd
Kotak Mutual Fund
Awards
Recipient of the 'CIO of the Year Award 2014-15' from Asia Asset Management and winner of multiple other fund-level performance awards.
CN
Chockalingam Narayanan
Fund manager
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About
Mr. Chockalingam Narayanan has over 17 years of extensive experience in Fund Management, Investment Research and Market Analysis. He has been instrumental in analysing business fundamentals to derive relevant and actionable analysis that has portfolio growth. He is consistently relied upon for providing detailed analysis of the macro-economy, financial markets and ESG that serve as some of the key foundation pillars for the various investment strategies that he has worked with in his career. In his career, he has earlier worked with leading organisations like Baroda BNP Paribas Asset Management India Pvt Ltd, Deutsche Equities India Private Limited and Batlivala & Karani Securities. Academically, Mr Chockalingam Narayanan has a Post Graduate Diploma in Management from T A Pai Management Institute, Manipal and a Bachelor of Commerce from G.R.Damodaran College of Science. He has also passed the Financial Risk Manager (FRM) certification by the Global Association of Risk Professionals, USA.