ICICI Securities Limited • Equity
ISEC Momentum Quality Dynamic Advantage Portfolio is an equity portfolio management service (PMS) strategy run by ICICI Securities Limited, launched on 17 Nov 2021. As of 30 Sep 2026, it manages ₹55.26 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -1.43% over 1 year and +10.38% over 3 years (+7.31% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 4.32 percentage points ahead of its benchmark. Its 3-year return ranks 78th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50000 Rupees. The strategy is managed by Mr Tejas Kadam.
Ranked nearby on 3-year return: Wealth Focus AXIS (+10.43%), Allegro - High Growth (+10.40%), Tamohara Investment Managers Pvt Ltd -JRL - Tamohara Rising 20-20 Strategy (+10.32%), Alpha Harvesters (+10.17%).
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 | -5.36% |
| 3 Months | -3.48% |
| 1 Year | -1.43% |
| 3 Years | +10.38% |
| Since Inception | +7.31% |
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 callISEC Momentum Quality Dynamic Advantage Portfolio has a 1-year return of -1.43%, a 3-year return of +10.38% and +7.31% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, ISEC Momentum Quality Dynamic Advantage Portfolio returned +10.38% against +6.06% for the Nifty 50 TRI, 4.32 percentage points ahead. Over 1 year it returned -1.43% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, ISEC Momentum Quality Dynamic Advantage Portfolio's 3-year return of +10.38% ranks 78th as of 30 Sep 2026.
ISEC Momentum Quality Dynamic Advantage Portfolio is managed by Mr Tejas Kadam at ICICI Securities. The strategy manages ₹55.26 Cr of client assets as of 30 Sep 2026.
ISEC Momentum Quality Dynamic Advantage Portfolio manages ₹55.26 Cr of client assets as of 30 Sep 2026.
The minimum investment for ISEC Momentum Quality Dynamic Advantage Portfolio is ₹50000 Rupees.
ISEC Momentum Quality Dynamic Advantage Portfolio was launched on 17 Nov 2021. It has a 4-year track record.
Description
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