ICICI Prudential Asset Management Company Ltd • Equity
ICICI Prudential PMS Wellness Strategy is an equity portfolio management service (PMS) strategy run by ICICI Prudential Asset Management Company Ltd, launched on 6 Mar 2013. As of 30 Sep 2026, it manages ₹11.02 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +0.14% over 1 year, +11.81% over 3 years and +7.91% over 5 years (+12.78% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.61 percentage points ahead of its benchmark. Its 3-year return ranks 217th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Chockalingam Narayanan.
Ranked nearby on 3-year return: NDPMS (+11.85%), Capstocks-PMS (+11.82%), SMC-Customised (+11.79%), Credent AIM Multi Cap Strategy (+11.67%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.65% |
| 3 Months | -3.88% |
| 1 Year | +0.14% |
| 3 Years | +11.81% |
| 5 Years | +7.91% |
| Since Inception | +12.78% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callICICI Prudential PMS Wellness Strategy has a 1-year return of +0.14%, a 3-year return of +11.81%, a 5-year return of +7.91% and +12.78% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, ICICI Prudential PMS Wellness Strategy returned +7.91% against +8.91% for the BSE 500 TRI, 1.00 percentage points behind. Over 3 years it returned +11.81% against +9.20%; Over 1 year it returned +0.14% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, ICICI Prudential PMS Wellness Strategy's 3-year return of +11.81% ranks 217th as of 30 Sep 2026.
ICICI Prudential PMS Wellness Strategy is managed by Chockalingam Narayanan at ICICI Prudential. The strategy manages ₹11.02 Cr of client assets as of 30 Sep 2026.
ICICI Prudential PMS Wellness Strategy manages ₹11.02 Cr of client assets as of 30 Sep 2026.
The minimum investment for ICICI Prudential PMS Wellness Strategy is ₹50 Lakhs.
ICICI Prudential PMS Wellness Strategy was launched on 6 Mar 2013. It has a 13-year track record.
Description
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