Equity Opportunities Fund

Returns

After expenses, before tax, as ICICI Prudential AMC reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.

Fund details

Category

Category III

Strategy

Long-only

Market-cap style

Multi / flexi cap

Asset type

—

Benchmark

BSE 200 TRI

Fund manager

Anand Shah & Chockalingam Narayanan

Market-cap mix

• Large cap73.06%
• Mid cap6.11%
• Small cap20.12%
• Cash0.71%

The five largest holdings are 28.90% of the portfolio.

Investment approach

Equity Opportunities Fund

Equity Opportunities Fund

About the fund manager

Mr. Anand Shah — CIO – PMS & AIF

Mr Anand Shah assumed the role of Head of PMS and AIF Investments at IPAMC in February 2021. In the past, Anand was Deputy CEO and Head of Investments at BNP Paribas Asset Management Company, where he oversaw both onshore and offshore mandates sub-advised and sales. Anand has earned numerous accolades and prestigious awards for fund management, including 'The CIO of the Year Award 2014-15' from Asia Asset Management. His association with BNP Asset Management spanned almost a decade, starting in March 2011. Before that, Anand served as the Head of Equities at Canara Robeco Asset Management for three years from March 2008. He also held the position of Co-Head Equities at ICICI Prudential Asset Management and Vice President of Investments at Kotak Mutual Fund for six years from May 2000 to December 2006. Anand holds a Post Graduate Diploma in Management from the Indian Institute of Management Lucknow and a B.E. degree from Regional Engineering College, Surat.

Mr Chockalingam Narayanan — Head Equities – PMS & AIF (Long only)

Chockalingam joined ICICI Prudential AMC in July 2022. He is a senior fund manager in PMS & AIF at IPAMC. Chockalingam has nearly two decades of extensive experience in fund management, investment research and market analysis. He has been instrumental in analysing business fundamentals to derive relevant and actionable analysis that leads to portfolio growth. He is consistently relied upon for providing detailed macroeconomic analysis as well as insights into the financial markets and ESG that serve as key foundation pillars for various investment strategies he has worked on in his career. Before joining IPAMC, he has worked with leading organisations like Baroda BNP Paribas Asset Management India Pvt Ltd, Deutsche Equities India Pvt Limited and Batlivala & Karani Securities. Academically, Chockalingam has a Post Graduate Diploma in Management from T A Pai Management Institute, Manipal and a Bachelor of Commerce from G. R. Damodaran College of Science. He has also passed the Financial Risk Manager (FRM) certification by the Global Association of Risk Professionals, USA.

As the fund house describes it.