Predominantly invests in listed equity and equity-related securities. May also take exposure to exchange-traded derivatives.
+2.38%
1Y annualised returns
-0.07%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
02 Feb '00
Total AUM
₹40.97Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.2%
Cash2.8%
Equity market cap split
Large Cap62.5%
Small Cap17.9%
Mid Cap16.8%
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
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.
GG
Geetika Gupta
Fund Manager, Portfolio Management Services at IPAMC
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About
Ms Geetika Gupta is Fund Manager – Portfolio Management Services at ICICI Prudential Asset Management Company Ltd (IPAMC), having joined the company in August 2021. She has over a decade of experience in investments, both in sell-side equity research and buy-side research. Prior to joining IPAMC, she was Vice President at First Voyager Advisors for six years, where she was responsible for the fund's investments in Indian equities. Prior to that, Ms Gupta was a research analyst at Kotak Institutional Equities for four years (2011-15), covering the Banking and Financial Services (BFSI) space. She began her career in 2007 at Lehman Brothers covering US Equities and later interned with Morgan Stanley, Singapore in the Investment Banking Division in 2010. She comes with deep understanding of the BFSI sector, as well as in B2C businesses in the consumer and technology space. She is an alumnus of IIT Delhi (B.Tech, Chemical Engineering) and IIM, Ahmedabad.
Experience
Over a decade of experience in investments, including sell-side and buy-side research.
Investment philosophy
Specializes in BFSI, consumer, and technology sectors with experience in equity research.
Previously worked at
First Voyager Advisors
Kotak Institutional Equities
Lehman Brothers
Morgan Stanley
Awards
Alumnus of IIT Delhi and IIM Ahmedabad. Previously served as Vice President at First Voyager Advisors, managing the fund's Indian equity investments.