Expert-managed portfolios tailored to your financial goals.
Invests in underperforming sectors and those trading at intrinsic valuations with strong long-term potential, aiming for capital appreciation with a current focus on large-cap and growth-oriented stocks.
Anand Shah is the Chief Investment Officer for PMS and AIF investments at ICICI Prudential AMC, with over 23 years of ex... Anand Shah is the Chief Investment Officer for PMS and AIF investments at ICICI Prudential AMC, with over 23 years of experience in asset management across leading firms. He has previously worked with Kotak AMC, Canara Robeco AMC, BNPP AMC, and NJ Asset Management, and has been awarded ‘CIO of the Year’ by Asia Asset Management in 2014 and 2015. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -2.03% | -3.34% | 1.31% |
| 3 Months | -1.41% | -2.64% | 1.23% |
| 6 Months | 3.59% | 0.98% | 2.61% |
| 1 Year | 12.95% | 7.74% | 5.21% |
| 2 Year | 11.27% | 8.72% | 2.55% |
| 3 Year | 20.86% | 16.4% | 4.46% |
| 5 Year | 22.82% | 16.44% | 6.38% |
| Since Inception | 19.02% | 13.7% | 5.32% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.03% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.31% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -4.23% | -6.1% | 7.74% | 1.67% | 4.84% | 3.23% | -2.05% | -0.17% | 1.56% | 3.6% | -0.17% | 0.8% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -0.8% | 1.64% | 0.42% | -1.51% | 1.3% | -0.45% | 0.66% | 1.58% | 0.32% | -0.67% | -1.13% | 1.04% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.73% | 3.46% | 4.03% | 2.33% | 0.23% | 3.44% | -6.36% | -0.95% | -1.36% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 2.29% | 2.63% | -3.02% | -2.11% | -0.73% | 1.35% | 0.09% | -1.01% | 0.14% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 12907.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 9799.7 | 9398.7 | 10297.5 | 10640.9 | 11291.7 | 11798.3 | 11739.7 | 11795.3 | 12110.3 | 12695.7 | 12838.7 | 13043.3 |
| 2024 | -- | -- | -- | 6165 | 6843.5 | 7676.5 | 8442.8 | 8928.8 | 9649.7 | 9468.7 | 9731.2 | 9919.6 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
