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ICICI Securities - Ace Equity Portfolio
ICICI Securities - Ace Equity Portfolio

ICICI Securities - Ace Equity Portfolio

  • ICICI Securities Ltd
  • Multi Cap AND Flexi Cap
  • 82
    Out of 168*
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Portfolio age5 years
4.18%
4.62%
Hurdle Rate**0.00%
Fixed fee1.75%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (20.86%)
Mid Cap (15.22%)
Large Cap (63.92%)
Sector Holdings
  • Financial Services31.61%
  • Capital Goods10.88%
  • Healthcare6.08%
  • Information Technology5.69%
  • Construction Materials5.43%
Stock Holdings
  • HDFC Bank Ltd.5.4%
  • Bharti Airtel Ltd.5.23%
  • ICICI Bank Ltd.5%
  • CreditAccess Grameen Ltd.4.95%
  • Reliance Industries Ltd4.94%

bt_logoPORTFOLIO MANAGERS

Vimal Bhandari
  • Manager Rank82 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr1.06%
Profile

15 years+ experience in Indian financial markets with expertise in trading equities, both index and individual stocks . Strong understanding of both domestic and global macros affecting various asset classes ranging from equities, rates and currencies. Attended seminars and short courses to gain equities domain knowledge in London, Hong Kong and Singapore. MBA (finance) from IIM Calcutta, batch of 2009

Other Schemes
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ICICI Securities - Ace Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
92 Out of 251
Fixed Fee
1.75%
Scheme Return
4.18%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Dec 05, 2020
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
1.75%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

The Investment objective of the scheme is to generate long term capital appreciation from a portfolio of equity by selecting stocks from larger universe

Investment Approach

A diversified portfolio which identifies stocks transitioning from value to Growth segments with earnings turnaround.

bt_logoCalculators

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bt_logoPEER ANALYSIS

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Compare
ICICI Securities - Ace Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
92 Out of 251
Fixed Fee
1.75%
Scheme Return
4.18%
Benchmark Return
4.62%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

ICICI Securities Ltd
ICICI Securities Ltd manages assets worth Rs 3052.53 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

3,052.53 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
ICICI Securities - Ace Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
92 Out of 251
Fixed Fee
1.75%
Scheme Return
4.18%
Benchmark Return
4.62%
Sterling Aggressive Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
113 Out of 251
Fixed Fee
No Option
Scheme Return
3.84%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of ICICI Securities - Ace Equity Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in ICICI Securities - Ace Equity Portfolio ?
The fixed fee charged in ICICI Securities - Ace Equity Portfolio is 1.75%.
What is the variable fee charged in ICICI Securities - Ace Equity Portfolio ?
There is no option for Variable fee.
What is the profit sharing in ICICI Securities - Ace Equity Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in ICICI Securities - Ace Equity Portfolio ?
The minimum investment in ICICI Securities - Ace Equity Portfolio is ₹50 Lacs
What type of scheme is ICICI Securities - Ace Equity Portfolio?
ICICI Securities - Ace Equity Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of ICICI Securities - Ace Equity Portfolio?
The inception date of ICICI Securities - Ace Equity Portfolio is Dec 05, 2020.
What is the exit load of ICICI Securities - Ace Equity Portfolio?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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