ICICI Prudential Equity Opportunities Fund – Series IV
ICICI Prudential
Fund profile
About the Fund
ICICI Prudential Equity Opportunities Fund – Series IV follows a contrarian approach across listed equities and equity-related securities. It seeks situations where market expectations differ from underlying business fundamentals, creating scope for re-rating as perceptions improve. Fundamental research, valuation analysis and a structured investment framework guide differentiated positions aimed at long-term value creation.
Source: About the Fund PDF.
Key metrics
AUM
₹1,400 Cr
Minimum investment
₹1 Cr
Alternates AUM
₹49,500 Cr
1-year return
+10.64%
Since inception
+6.18%
Tenure
7 yrs
Source-verified detail
Key Information
Fund manager
Anand Shah
Investment manager
ICICI Prudential
SEBI category
Category 3
Strategy
Equity
Benchmark
BSE 500 TRI
Management fee
2.25%
Top 10 weight
43.61%
Initial drawdown
20% of Capital Commitment & Subsequent Drawdowns of four additional tranches of 20% each, completing the 100% capital commitment.
Status
Active
Data as of
31 Jul 2026
Source: Fact sheet / official materials provided by ICICI Prudential.
Disclosed figures
Performance since inception
Performance since inception
Reference performance, holdings and market-cap data are from Equity Opportunities Fund – Series III as of 31 July 2026; Series IV portfolio is in construction phase. Pre-tax, after applicable management fees and charges. Past performance may or may not sustain in future.
Source: Fact sheet / official materials provided by ICICI Prudential.
ICICI Prudential
About the Fund Manager
Anand Shah
CIO – PMS & AIF, ICICI Prudential AMC
Has two decades or more of fund management experience; PGDM from IIM Lucknow and B.E. from Regional Engineering College, Surat. Joined ICICI Prudential AMC in February 2021 to head PMS and AIF investments. Earlier Head of Equities at Canara Robeco, Co-Head Equities at ICICI Prudential AMC and Vice President – Investments at Kotak Mutual Fund.
- Experience
- Two decades or more
- Qualification
- PGDM, IIM Lucknow
- Joined ICICI Prudential AMC
- February 2021
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