ICICI Prudential PMS

ICICI Prudential Portfolio Management Services A joint Venture between ICICI Bank Ltd which is India’s largest private sector bank and Prudential Plc UK, an international financial services company, with significant operations in Asia, US, and the UK. The investment philosophy is based on GARP (Growth at Reasonable Price) which is a blend of two distinct approaches to long-term investment - 'value approach' and 'growth approach. It follows principles of identifying growth opportunities, buying them at reasonable prices and being proactive in dealing with macroeconomic changes.

Fund Managers

Mr. Anand Sharma

Portfolio Manager - PMS

Mr. Anand joined IPAMC in April 2014. In his current role, Anand is a portfolio manager for two of IPAMC PMS Schemes - ICICI Prudential PMS Flexicap and ICICI Prudential PMS Wellness Portfolio.

He has covered pharmaceuticals, Healthcare, Metals, Mining, Sugar and Textiles space for research and has a total work experience of 7 years. Prior to joining IPAMC, he was associated with Oracle Financial Services Software Limited.

Anand completed his Masters in Management Studies (MMS) in Finance from K.J. Somaiya Institute of Management Studies and Research, Mumbai and B.Eng. (Computers) from Thadomal Shahani Engineering College, Mumbai.

Mr. Parag N Thakkar

Portfolio Manager - PMS

Parag joined IPAMC in December 2016
Parag is a Portfolio Manager at IPAMC in the PMS department. He currently manages ICICI Prudential PMS Large Cap Portfolio, ICICI Prudential PMS Value Portfolio, ICICI Prudential PMS Absolute Return Portfolio, ICICI Prudential PMS Enterprising India Portfolio, ICICI Prudential PMS Enterprising India Portfolio –II and ICICI Prudential Flexi-cap schemes under thematic category in PMS segment. 
He has an overall work experience of more than 14 years, having worked with Quant Capital, Brics Securities and Refco Sify Securities (Now Philips Capital). His previous stint has been with HDFC Securities where he worked as Head of Institutional Sales. 
Parag is a commerce graduate from Jai Hind College, Mumbai.


ICICI - Contra Portfolio - MULTI CAP

ICICI 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.Key Parameters such as ROE, ROCE, Market Cap by Cash Profit, P/E, Corporate Governance & Capital Allocation Track Record are used to determine investability.

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ICICI LARGE CAP is a diversified equity portfolio that endeavours to achieve long term predominantly in large-cap companies with high conviction. ICICI large cap Portfolio seeks to achieve capital appreciation through investments in Indian companies or sectors with potential for growth. The Portfolio predominantly invests in companies that tend to grow earnings at a fast pace and prices reasonably

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The Strategy intends to invest in companies with market capitalization less than the largest market capitalisation stock in S&P BSE Smallcap Index. The Strategy shall follow top down approach in sector selection and bottom up process for stock selection on the basis of 4 parameters: Business Models, Valuations, Sentiments, and Themes.

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ICICI - Value Portfolio - MULTI CAP

The core investment philosophy of value investing is based on the belief that stocks cannot continue to quote at values that are significantly below their fair values over the long term.The Portfolio aims to follow ‘buy and hold’ strategy in order to fully capitalize the true underlying value of the business potential which gets ‘unlocked’ over a period of time

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– ICICI Flexi Cap Portfolio aims to maintain well diversified portfolio by investing in a basket of stocks across all market cap, without any undue concentration in any stock or sector. ICICI Flexi Cap Portfolio’s investment approach, based on valuation gaps between large, mid and small cap stocks, facilitates participation in India’s growth story and at the same time, benefits from diversification.

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