ICICI Prudential PMS Large Cap Strategy


Key Portfolio Attributes

Anand Shah
Geetika Gupta

Inception Date: 14th September, 2018

Portfolio Managers: Anand Shah & Geetika Gupta

Portfolio Managers’ Experience:

Anand Shah- 20+ years

Geetika Gupta- 10+ years

Portfolio Managers’ Qualification:

Anand Shah- PGDM from IIM Lucknow

Geetika Gupta- B.Tech, Chemical Engineering from IIT Delhi and PGDM from IIM, Ahmedabad

Investment Objective

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

Portfolio 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.

 

Why Largecap Companies?

• These companies are usually market leaders in their industries having a strong & diversified customer base across a wide range of products allowing them to sustain in challenging times.
• These companies tend to enjoy the benefits of experienced management and usually have a long track record of performance.
• Largecap companies usually are fundamentally strong companies which are generally well capitalized having a lower debt to equity ratio along with sizeable cash reserves, access to credit and potential to withstand tougher times over the long term.
• Largecaps are considered to be relatively safer compared with other market cap stocks by way of low volatility.

Historically, largecaps have generally fallen by a lesser extent relative to the broader markets. Hence, Largecaps may turn out to be a relatively stable investment avenue in turbulent economic conditions.

The Strategy aims to follow a “buy and hold” approach. It aims to identify companies that offer reasonable potential for long-term growth.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio3.6%8.0%3.7%1.5%28.4%19.5%-14.0%
S&P BSE 1003.9%7.9%6.9%4.9%26.0%17.8%-12.6%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
ICICI Bank Ltd 9.28
HDFC Bank Ltd 7.90
State Bank of India 7.78
Larsen & Toubro Ltd 7.75
Bank Of Baroda 6.89
Top 5 Equity Holdings 39.60

Sector Allocation


Holding %
Cement 7.34
Telecom - Services 8.89
Software 13.20
Ferrous Metals 15.41
Banks 24.74

Market Cap Allocation


Allocations %
Large Cap 100.0
Mid Cap 0.0
Small Cap 0.0
Cash 0.0


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Jun 22.




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