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ICICI Prudential PMS ACE Strategy

ICICI Prudential Asset Management Company Ltd

1,335.40 CR AUM

ICICI Prudential PMS ACE Strategy

ICICI Prudential PMS ACE Strategy

ICICI Prudential Asset Management Company Ltd

1,335.40 CR AUM

BSE 500 TRI
Benchmark
15yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
15yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

geetika gupta

Fund Manager
EQUITYStrategies

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 across both sell-side equity research and buy-side research. Prior to joining IPAMC, she served as Vice President at First Voyager Advisors for six years, where she was responsible for managing the fund’s investments in Indian equities. Before that, Ms. Gupta worked as a Research Analyst at Kotak Institutional Equities from 2011 to 2015, covering the Banking and Financial Services (BFSI) sector. She began her career in 2007 at Lehman Brothers, focusing on US equities, and later interned with Morgan Stanley in Singapore in the Investment Banking Division in 2010. She brings a deep understanding of the BFSI sector, along with expertise in B2C businesses across the consumer and technology segments. She is an alumnus of Indian Institute of Technology Delhi (B.Tech in Chemical Engineering) and Indian Institute of Management Ahmedabad.

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 across both sell-side equity research and buy-side research. Prior to joining IPAMC, she served as Vice President at First Voyager Advisors for six years, where she was responsible for managing the fund’s investments in Indian equities. Before that, Ms. Gupta worked as a Research Analyst at Kotak Institutional Equities from 2011 to 2015, covering the Banking and Financial Services (BFSI) sector. She began her career in 2007 at Lehman Brothers, focusing on US equities, and later interned with Morgan Stanley in Singapore in the Investment Banking Division in 2010. She brings a deep understanding of the BFSI sector, along with expertise in B2C businesses across the consumer and technology segments. She is an alumnus of Indian Institute of Technology Delhi (B.Tech in Chemical Engineering) and Indian Institute of Management Ahmedabad.
Fund manager

nimesh shah

Fund Manager
EQUITYStrategies

Managing director and CEO

Managing director and CEO
1OF2

Purpose

ICICI Prudential PMS ACE Strategy aims to achieve long term capital appreciation by gaining exposure to a diversified portfolio of equity and equity related securities focused on non zero sum and under penetrated themes in India. The strategy follows a fundamental bottom up research driven approach that seeks to identify companies with meaningful earnings growth and sustainable competitive advantage. Stock selection is based on a Business Management Valuation framework which evaluates quality of business, competent management and reasonable valuation to identify prominent businesses with strong fundamentals. The strategy emphasizes companies with improving return on equity, healthy balance sheets, strong cash flows, prudent capital allocation and scalable business models capable of delivering revenue growth higher than industry growth. Portfolio construction follows a filtration process beginning with a broad listed universe which is progressively narrowed through in house screening, active research coverage and strategy level filters to create a concentrated portfolio of approximately 25 to 40 companies. Investments are made across emerging structural opportunities such as new age businesses, market share gainers and sectors benefiting from changes in consumption patterns, urbanisation and increasing disposable income. The strategy invests in listed companies across market capitalisation and maintains a concentrated core portfolio aligned to structural growth themes. Sector agnostic and market cap agnostic

Investment Approach v/s Benchmark Metrics

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1M IA return
10.13%
1M benchmark return
10.38%
Alpha
-0.25%
1M Wealth multiple
1.10x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
10.13%
1M benchmark return
10.38%
Alpha
-0.25%
1M Wealth multiple
1.10x

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Sector Allocation

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