Icici Prudential
PMS Largecap Strategy
Icici Prudential's PMS Largecap Strategy is a Large Cap Portfolio Management Services (PMS) strategy managed by Chockalingam Narayanan / Geetika Gupta, operational since Mar 2009. Benchmark: Nifty 50 TRI.
AUM
₹879 Cr
Min investment
₹50 L
Inception
Mar 2009
Fund manager
Chockalingam Narayanan / Geetika Gupta
The Largecap Strategy is a diversified equity portfolio that endeavours to achieve long term capital appreciation by investing predominantly in large-cap companies. 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.
6M
-1.5%
1Y
+1.6%
5Y
+16.0%
Since inception
+15.8%
6M
+6.6%
1Y
+7.0%
5Y
+6.0%
Since inception
—
6M
-8.1%
1Y
-5.4%
5Y
+10.0%
Since inception
+14.8%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Mar 2009)
Hypothetical illustration based on published TWRR over 17.4 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
25-30 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
54%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.