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ICICI Growth Leaders PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The ICICI Growth Leaders PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Multi Cap & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.1582.75 Cr.

Over the last 1 year, it delivered a strong return of 1.01%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.

ICICI Growth Leaders PMS Strategy or Investment Approach - PMS Details

Strategy Name

Growth Leaders Strategy

Start Date

22 December 2000

Category

Multi Cap & FLEXI CAP

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.1582.75 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Ms. Geetika Gupta

1 Yr. Return

1.01%

3 Yr. Return

16.69%

5 Yr. Return

14.51%

ICICI Growth Leaders Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

25.66%

Top 5 Sectors%

60.16%

Portfolio Age

19 Yrs, 3 Months

SIP

NA

STP

NA

Average Market Cap

332484.41

ICICI Growth Leaders PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.50% of Fund Value

Variable Profit Sharing

15% (if above 10% Profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

ICICI Growth Leaders PMS Investment Approach - Portfolio Composition

Large Cap

57.73%

Mid Cap

19.73%

Small Cap

17.70%

Cash & Equivalent

4.84%

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ICICI Growth Leaders Portfolio Strategy - Top 5 Sectors

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