PMS · Equity · Mid & Small Cap
ICICI Prudential PMS Emerging Leaders Strategy
Fund size₹267 Cr
IRRSince inception10.02%
1Y return12.13%
Fund age2 yrs 6 mo
Fund Managers
Anand Shah
Anand Shah
CIO And Fund Manager, ICICI Prudential
Mr Anand Shah has more than two decades of rich fund management experience in the Asset Management industry. Anand joined ICICI Prudential AMC in February 2021. In his previous role, he was CEO of NJ Asset Management. Prior to this stint, he was Deputy CEO and Head of Investments at BNP Paribas Asset Management India Pvt. Ltd, responsible for investments and overseeing both onshore and offshore mandates sub-advised and sales. Prior to joining BNP Paribas, he was the Head of Equities at Canara Robeco AMC Ltd for a period of three years starting March 2008. He was previously associated with ICICI Prudential AMC Ltd in the capacity of Co-Head Equities and as Vice President Investments at Kotak Mutual Fund for a period of six years from May 2000 to December 2006. Anand has previously won multiple laurels and prestigious awards for his fund management. He was the recipient of ‘The CIO of the Year Award 2014-15’ from Asia Asset Management and has also won multiple other fund level awards for his investment performance. By qualification, he is a Post Graduate Diploma in Management from Indian Institute of Management, Lucknow and holds a B.E. degree from Regional Engineering College, Surat.
Managing AUM₹26,882 Cr
Geetika Gupta
Geetika Gupta
Fund Manager, PMS, ICICI Prudential
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.
Managing AUM₹6,282 Cr
Sandip Santdasani
Sandip Santdasani
Fund Manager, ICICI Prudential
Sandip joined ICICI Prudential AMC in August 2008.Sandip is Associate Vice President in Investments–PMS & AIF at ICICI Prudential AMC Ltd (IPAMC) and he is a part of the Fund Management team for PMS & AIF Investments. Sandip is responsible for tracking models for stock selection based on quantitative factors and research for investments in mutual fund schemes through PMS Multi-Manager Strategies.He joined IPAMC in 2008 and he has been associated with IPAMC for more than a decade, where he has successfully navigated several roles and responsibilities across Business Development and Product Development and Strategy in PMS & AIFs (long only and long short funds).As a part of core team in Alternates, he provides key insights on products and the investment process to both internal and external stakeholders – especially to large corporates,promoters, family offices and distribution partners. He works closely with the business development team, product team for new product and features, road shows, and presentations. He is a CFA Charter holder from the CFA Institute, USA, and also holds a master’s in business administration from MS University of Baroda, Vadodara.
Managing AUM₹19,765 Cr
Chockalingam Narayanan
Chockalingam Narayanan
Fund Manager, ICICI Prudential
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.
Managing AUM₹32,135 Cr
Growth of₹Cr
ICICI Prudential PMS Emerging Leaders
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
ICICI Prudential PMS Emerging Leaders4.97%12.13%4.02%——10.02%
Nifty 500−1.02%4.72%−0.11%——6.66%
Excess over benchmark5.99%7.41%4.13%——3.36%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
16.03%
Benchmark approx 15.76%
A standard deviation reflecting historical swings.
Sensitivity
0.91
Beta vs benchmark 1.00 · 9% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.46
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −11.86%, and recovered on 17 Apr 2026.
Max drawdowns
−11.86%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme––−11.86%–17 Apr 2026–
Benchmark01 Sep 202530 Mar 2026−14.69%210 days––
Scheme
Peak–
Trough–
Depth−11.86%
Fell over–
Recovered17 Apr 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
40
P/E ratio
28.06
P/B ratio
3.89
Avg market cap
₹54,046 Cr
Asset class
Equity
Market cap
Large cap3.25%
Mid cap61.15%
Small cap31.63%
Cash & others3.97%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 13.33% gross return.
FixedPlan A · Simple
Fixed Management Fee2.25% / yr
Performance FeeNone
Hurdle RateNot applicable
HybridPlan B · Shared upside
Fixed Management Fee1.75% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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