What is the hurdle rate of ICICI - Growth Leaders Strategy?

The hurdle rate of ICICI - Growth Leaders Strategy is 10% or 0%.

What is the fixed fee charged in ICICI - Growth Leaders Strategy ?

The fixed fee charged in ICICI - Growth Leaders Strategy is 2.50%.

What is the variable fee charged in ICICI - Growth Leaders Strategy ?

The variable fee charged in ICICI - Growth Leaders Strategy is 1.50% or 0%.

What is the profit sharing in ICICI - Growth Leaders Strategy ?

The profit sharing in ICICI - Growth Leaders Strategy is 15% Profit share above 10% Hurdle or 20% Profit Sharing on all profits.

What is the minimum investment in ICICI - Growth Leaders Strategy ?

The minimum investment in ICICI - Growth Leaders Strategy is ₹50 Lacs

What type of scheme is ICICI - Growth Leaders Strategy?

ICICI - Growth Leaders Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of ICICI - Growth Leaders Strategy?

The inception date of ICICI - Growth Leaders Strategy is Mar 31, 2007.

ICICI - Growth Leaders Strategy

ICICI Prudential AMC Ltd
Multi Cap AND Flexi Cap

46
Out of 118*
Compare
Share

Portfolio age18 years, 8 months

3.79%

4.27%

Hurdle Rate**10% or 0%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/10/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (2.05%)

Allocation by Market Cap

Small Cap (10.49%)

Mid Cap (19.44%)

Large Cap (68.02%)

Sector Holdings

Banks22.62%
Retailing12.84%
Ferrous Metals10.18%
Construction7.7%
Automobiles6.51%

Stock Holdings

HDFC Bank Ltd7.5%
ICICI Bank Ltd6.06%
State Bank of India5.97%
Larsen & Toubro Ltd5.71%
Bharti Airtel Ltd5.2%

PORTFOLIO MANAGERS

Geetika Gupta

Manager Rank71 Out of 168
i
Rank is based on 3-year return
Schemes Managed4
Total AUM3749.58
Highest Return In 1 Yr9.86%

Profile

Ms Geetika Gupta joined IPAMC in August 2021. Currently she works in the capacity of a fund manager for Portfolio Management Services & Alternative Investment Funds. She has over a decade of experience in investments, both in sell-side as well as buy-side equity 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. Before that 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 a 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.

Other Schemes

1m 3m 6m 1y 3y 5y

table
Grid

Compare

Quanti-FI Strategy

AUM (₹ Cr)

₹45.85 Cr

Hurdle Rate

10% or 0%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

103 Out of 251

Fixed Fee

2.50%

Scheme Return

4.04%

Benchmark Return

4.27%

ICICI - ACE Strategy

AUM (₹ Cr)

₹1,104.12 Cr

Hurdle Rate

10% or 0%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

116 Out of 251

Fixed Fee

2.50%

Scheme Return

3.81%

Benchmark Return

4.27%

ICICI - Growth Leaders Strategy

AUM (₹ Cr)

₹1,713.94 Cr

Hurdle Rate

10% or 0%

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

120 Out of 251

Fixed Fee

2.50%

Scheme Return

3.79%

Benchmark Return

4.27%

ICICI - Large Cap Strategy

AUM (₹ Cr)

₹885.67 Cr

Hurdle Rate

10% or 0%

Benchmark

Nifty 50 TRI

Category

Large Cap

Category Rank

22 Out of 28

Fixed Fee

2.50%

Scheme Return

3.61%

Benchmark Return

4.62%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

1713.94

(As on Oct, 2025)

Inception Date

Mar 31, 2007

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.50% or 0%

Hurdle Rate

10% or 0%

Profit Sharing

15% Profit share above 10% Hurdle or 20% Profit Sharing on all profits

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INVESTMENT PHILOSOPHY

Objective

A diversified equity portfolio that endeavours to achieve long term capital appreciation and generate returns by investing across market Cap

Investment Approach

The Portfolio's multi-cap investment approach, based on valuation gaps between large, mid and small cap stocks, facilitates participation in India's growth story and at the same time, benefits from diversification.