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Sample portfolios

Leaders of Tomorrow

By ICICIdirect Research SMALL CAP
CAGR Comparison
NSE 500 Index
21.05%*
Leaders of Tomorrow
48.55%*
Outperformance: 27.50%*
View Portfolio Details

Capital Compounders

By ICICIdirect Research MULTI CAP
CAGR Comparison
NSE 500 Index
17.71%*
Capital Compounders
27.01%*
Outperformance: 9.30%*
View Portfolio Details

All Weather Multicap

By ICICIdirect Research MULTI CAP
CAGR Comparison
NSE 500 Index
21.05%*
All Weather Multicap
24.56%*
Outperformance: 3.51%*
View Portfolio Details

Source: Accord Fintech,
Data as on January 20, 2023.
Calculation are only for illustration purpose

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Rachita Maheshwari, client for last 5 years.

I am glad that ICICI Securities has been continuously innovating itself and preparing for new age investors. I have been a subscriber to small case but was extremely satisfied to see various portfolio baskets, strategies at ICICI Direct which now has a large bouquet to choose from. I am a subscriber of Momentum portfolio for over a couple of quarters & indeed very happy. The execution is easy for individual like us, keep up the work Isec!

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The latest service of premium portfolios is really a very helpful initiative.. it helps to choose and then guide through your investment journey.. also , various different types are available according to investor's inclination and objectives. I would highly recommend.. bridges the gap between a very diversified mutual fund which dilutes the earnings, is little costlier on one hand and individual stock selection which may cause concern due to lack of research for an individual investor.

Frequently Asked Questions

From where can I invest in Premium Portfolios?

Premium Portfolio is available on our website, just login to www.icicidirect.com. The entire journey of portfolio subscription, investment, portfolio rebalancing, withdrawal is possible on the same platform.

In order to invest in any of the portfolio, you will need to subscribe to the portfolio first. You can avail the benefits of any individual portfolio by paying a subscription fee. Subscribing to a portfolio gives you following benefits:
a. View the portfolio strategy & composition
b. Make initial investment in the portfolio
c. Access to Research View of each stock in the portfolio
d. Make additional investments
e. Track performance of portfolio – overall gain & XIRR %
f. Periodic updates & commentary on portfolio
g. Execute portfolio rebalancing in few clicks
Each portfolio subscription is valid for a defined period e.g. 91 days (quarter). Subscription fee for the first instalment is debited upfront, while the renewal fees will be charged at the end of the validity.
Any investor with 3-in-1 account with ICICIdirect can subscribe to Premium Portfolios. Investors with trading & demat account with ICICIdirect can also subscribe to Premium Portfolios by linking any non ICICI bank account. Presently these portfolios are offered only to resident account holders.
After logging into the new site, visit ‘Premium Portfolio’ page. a. Select any portfolio of your choice and click on the portfolio tile b. You will see basic details of the portfolio i.e. Market Cap breakup, Sector Allocation, Top 5 Holdings & strategy of the portfolio c. FAQ & Presentation link is accessible from this page. Presentation contains the strategy and mandate of the portfolio d. Check the Subscription Fee Details (fee amount & validity), read and accept the Terms and Conditions, and click on ‘Subscribe’ button e. After clicking on ‘Subscribe’, you will be redirected to auto debit consent page. After accepting for allowing upfront debit of subscription fee and auto debit for subsequent instalments, the initial subscription fee will be blocked under MF Allocation limit. Once the required amount is blocked, your subscription for the portfolio is enabled and you can proceed with initial investment f. Post subscription, you can view the stocks and quantities/weightage of the portfolio. A separate presentation named ‘Research View’ is also uploaded here which details the portfolio strategy as well as the individual stock wise rationale/view by Research Team g. Input the amount that you wish to invest (subject to minimum Rs. 500,000) and click on ‘Invest Now’ h. Basket Order will be created for the initial investment. Upon confirming the order details, orders will be placed in the system and you can view the same from ‘View Trade Book’ page under My Premium Portfolio section
Each portfolio will be open for subscription for limited time period only, just like a Mutual Fund New Fund Offering (NFO). The exact dates when a particular portfolio will remain open will be communicated periodically through banners on website, mailers. Status of the subscription will also be visible on the respective portfolio tile.
Once our Research Team decides to initiate portfolio rebalancing, the relevant portfolio changes will be made in the portfolio composition. For all existing subscribers of the portfolio, ‘Initiate Rebalance’ tab will be enabled. Rebalancing basket orders will be created by just clicking on the tab, and orders placed for execution. For new subscribers, they will be able to invest in the new portfolio composition.
Once rebalancing is initiated, automated emails will be sent to all active portfolio subscribers informing them about the rebalance. Pop up notification will be displayed on the website when the subscriber logs on the website and clicks on ‘Research’ and ‘Premium Portfolio’ link.

Disclaimer:


ICICI Securities Ltd. ( I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Venture House, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025, India, Tel No : 022 - 6807 7100. I-Sec is a SEBI registered with SEBI as a Research Analyst vide registration no. INH000000990. The non-broking products / services like Mutual Funds, Insurance, FD/ Bonds, loans, PMS, Tax, Elocker, NPS, IPO, Research, Financial Learning, Investment Advisory etc. are not exchange traded products / services and ICICI Securities Ltd. is just acting as a distributor/ referral Agent of such products / services and all disputes with respect to the distribution activity would not have access to Exchange investor redressal or Arbitration mechanism. The contents herein above shall not be considered as an invitation or persuasion to trade or invest. I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon. Premium Portfolio related services are offered under Research Analyst license of I-Sec. Any complaint / dispute pertaining to the same would not be entertained by Stock Exchanges. Investments in securities market are subject to market risks, read all the related documents carefully before investing.

*Source: Bloomberg & ICICIdirect Research As on date – 29th April ’22

For portfolios with less than 1-year history, returns are Absolute

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