Icici Prudential Asset Management Company Ltd. · NSE:ICICIAMC
Icici Prudential Asset Management — Investor Presentation (July 2025)
22 slides from Icici Prudential Asset Management's investor presentation, Jul 8, 2025
Slide 1: Momentum that can put your portfolio into action
@icicI PRUDENTIAL, MUTUAL FUND Momentum that can put your portfolio into action. Invest in ICICI Prudential Active Momentum Fund NxemDNEssm July 8, 2025 to July 22, 2025
Slide 2: Index
Index 1. What is factor-based investing? 2. What is Momentum investing ? 3. Benefits of Momentum Investing 4. Types of Momentum Investing 5. Presenting ICICI Prudential Active Momentum Fund 6. Our Experience in identifying earnings trends 2
Slide 3: What is factor based investing?
What is factor based investing? Each ingredient adds its unique flavor to the dish Likewise, ‘Factor investing’ also focuses on targeting specific characteristics of securities that are believed to drive their returns Few Key Factors are Momentum Quality Value Growth Size Low Volatility The above li
Slide 4: Focusing on the Momentum Factor
Focusing on the Momentum Factor “ Form Factor ” Recent Performance Fitness Leadership skills Brand Value Many more…. The same works in investing as well. Momentum investing means picking stocks that are in form & dropping those that go out of form. Form = Momentum 4 The above graphics are for illust
Slide 5: What is Momentum Investing?
What is Momentum Investing? In simple words, Momentum can be thought of as ‘power’ when a body is moving In the investing landscape, Momentum Investing A strategy that aims to Based on the thought Own securities that show capitalize on the process that ‘Recent winners positive momentum and exit cont
Slide 6: Benefits of Momentum Investing
Benefits of Momentum Investing Trends are Automatic Bet against likely to shift of Disposition persist for investment Effect long styles The disposition effect is a behavioral bias where investors are more likely to sell assets that have gained in value (winners) while holding onto assets that have
Slide 7: Trends usually persist for long
Trends usually persist for long Once a trend sets in, it typically continues to ride the momentum Trends in Pharma Sector 400,000 30,000 Trends persisted for 5 350,000 Aggregate Earnings (INR CR) years as earnings 25,000 rebounded sharply post 300,000 Covid 20,000 Index Values 250,000 Earnings decli
Slide 8: Betting Against Disposition Effect
Betting Against Disposition Effect Momentum strategy rides the winners, and cuts dead weight early. 34000 32000 Disciplined Process Momentum Strategy sell Removes emotion and bias from 30000 sell/hold decisions <svg xmlns="http://www.w3.org/2000/svg" Investors 28000 Investors sell early hold on xmln
Slide 9: Automatic shift of investment styles
Automatic shift of investment styles As Momentum investing captures the market trends, it seamlessly transitions across investment styles European Debt Crisis 0.35 Total Scores the model gives to a particular 0.3 0.25 As EU debt crisis & global 0.2 0.15 financial risks re-emerged, 0.1 style momentum
Slide 10: Automatic shift of investment styles
Automatic shift of investment styles As Momentum investing captures the market trends, it seamlessly transitions across investment styles 2014 NDA wins Elections Total Scores the model gives to a particular style 0.30 In 2014, market momentum 0.25 0.20 shifted towards growth 0.15 0.10 companies due
Slide 11: Types of Momentum Investing
Types of Momentum Investing MYTH Momentum only means Price FACT Momentum Momentum can be Price or Earning / Estimates Momentum 11
Slide 12: Types of Momentum Investing: Price vs Earnings Momentum
Types of Momentum Investing Price Momentum Earnings Momentum • Earnings momentum selects stocks basis • Price momentum identifies stocks with their earnings revisions & trends in analyst favorable price trends across different time ratings for the stocks periods and risk-adjusted returns • Uses more
Slide 13: Presenting ICICI Prudential Active Momentum Fund
Presenting ICICI Prudential Active Momentum Fund 13
Slide 14: How do we identify momentum?
How do we identify momentum? Sources of Estimates / Earnings momentum : Beats estimate Consistent Earnings Other Factors Outperformance • Factors / Triggers that can shape Companies where there have Companies that are delivering up the medium to long term multiple consensus upgrades / strong pace of
Slide 15: How earnings can affect momentum?
How earnings can affect momentum? In a well-known paint company, strong earnings trends were followed by price growth thereby creating alpha for investors Price & Earnings Growth of a well-known Paint company Up Trend: Down Trend: 40% Stock prices +8% 15% Up Trend : Down Trend: Strong growth in Weak
Slide 16: How earnings can affect momentum?
How earnings can affect momentum? Top 7 companies of the IT industry exhibited strong price trends following earnings trajectory IT Sector Price & Earnings Growth 50 Earnings 50,000 Earnings Growth +18% Earnings Growth +2% Growth +15% Earnings Growth +5% Sector + 49% Sector + 8% 45,000 40 Sector + 9
Slide 17: How events can affect momentum?
How events can affect momentum? Events can have a significant positive or negative impact on earning & price trends of a company A leading NBFC Company’s Growth trajectory v/s Events of interest rate changes 10,000 Liquidity 9% Post GFC Period of stable interest rates; Slow interest rate cuts; stabl
Slide 18: Scheme Features
Scheme Features Flexibility to move across sectors Any sector can pick up Flexibility to move a momentum thereby across market caps widening the universe Momentum can be found in large caps as well as SMIDs depending upon the flows Flexible investment Moves across styles approach – Both Top- Momentu
Slide 19: Portfolio Construction Process
Portfolio Construction Process 1 Currently, approx. 625 stocks covered by our analysts which are fundamentally strong + backed by good corporate governance 2 Covered stocks^ are then analyzed for determining sustainable momentum trends using proprietary model 3 *Approx. 50 stocks selected to constru
Slide 20: Our Experience in identifying earnings trends
Our Experience in identifying earnings trends Identifying Uptrend Identifying Downtrend Identifying Earning Trend of a famous Airline Company Identifying Earning Trend of a famous Non Ferrous Company Holdings by Actively Managed Schemes of IPRU Mutual 4,500 250 Reducing position when EPS is Holdings
Slide 21: Portfolio Features
Portfolio Features Name of the Scheme ICICI Prudential Active Momentum Fund Type of Scheme An open ended equity scheme following momentum theme ICICI Prudential Active Momentum Fund – Regular Plan & Plans ICICI Prudential Active Momentum Fund – Direct Plan Options Growth Minimum Application Amount R
Slide 22: Riskometer & Disclaimer
Riskometer & Disclaimer ICICI Prudential Active Momentum Fund (An open ended equity scheme following momentum theme) is suitable for investors who are seeking*: • Long Term Wealth Creation • An open ended equity scheme investing in equity and equity related instruments of companies reflecting moment
ICICI Prudential Asset Management Company — Investor Presentation (July 2025) on 6ix