loader2
Partner With Us NRI

What are Premium Portfolios

Premium Portfolios are well curated equity portfolios that are recommended by our award winning ICICI Direct Research Team & portfolios advised by India's reputed Investment Advisors. With Premium Portfolio, you get to invest in a stock portfolio investing across themes, style and market capitalization, aiming for long term wealth creation. The portfolio construction follows a concentrated approach investing in upto 25 handpicked stocks. Premium portfolio would help smoothen your investment journey in equities by providing complete end to end online platform to invest, track performance and rebalance your portfolio in few clicks. You can have access to individual portfolio by paying nominal fee. Thus with Premium Portfolio, one can build a low cost, diversified and long term portfolio.

Features

Pay less buy more

Curated portfolios of upto 25 stocks

Cashless trading

Designed by award winning ICICIdirect Research & India's top financial experts.

Cashless trading

Invest, Track & Rebalance your portfolio in few clicks

Cashless trading

End to end platform for execution

Cashless trading

Avail the benefits for any portfolio for a fee

Cashless trading

Regular interaction with Research & Investment Advisors

Portfolios Available for Subscription

ICICIdirect Premium Portfolio

icon

Portfolios recommended by award winning ICICIdirect Research Team.

ICICIdirect Research Team adopts a methodology of stock selection, which involves identifying companies with:

  • Robust Growth prospects
  • Sound Financials
  • Low on Leverage
  • Capital Efficient businesses
  • Cash generating businesses
  • High standards of Corporate Governance

INDIA RISING

icon

Presenting India Rising Premium Portfolio, a portfolio investing into companies which are expected to benefit from changes in technology space, digitization of business models, making India a global supply hub and domestic consumption story.

Product Presentation:

Click Here

LEADERS OF TOMORROW

icon

Presenting Leaders of Tomorrow Premium portfolio, a portfolio investing into handpicked small cap stocks that potentially could become the winners of tomorrow. Small caps are high beta segments and are poised to do well in a growing economy.

Product Presentation:

Click Here

ALL WEATHER PORTFOLIO

icon
  • Perfect blend of market cap types, covering broader market
  • Exposure to diverse industries & sectors
  • High returns potential from exposure in mid/small caps; stability from large caps
  • Winner keeps rotating: broader exposure ensures participation across sectors and across market cycles

Product Presentation:

Click Here

CAPITAL COMPOUNDERS

icon

Presenting Capital Compounders Portfolio, a portfolio investing into companies that have an established business model, a strong balance sheet & top notch management pedigree. One gets to invest into companies that have industry leading products and have delivered superior capital efficiency ratios over a period of time.

Product Presentation:

Click Here

EQUITY FRONTLINE

icon

Large cap oriented portfolio investing into companies with established business models having sound financials.

Product Presentation:

Click Here

Masters of the Street

icon

A collection of portfolios advised by India’s leading Investment Advisors.

  • Access to investment advice by SEBI Registered Investment Advisors (RIA)
  • Portfolio offerings which reflect unique ideas & investment philosophies of each RIA, who put their extensive investment knowledge to use while designing the portfolios
  • Single platform to choose & subscribe to portfolios built by the masters of equity investments

ABAKKUS ASSET MANAGER (ABBAKUS SMART)

icon
Mr. Sunil Singhania, Founder – Abakkus Asset Managers LLP

Abakkus Smart Focused Alpha Strategy

Benchmark Agnostic focused portfolio predominantly investing in Top 250 companies adhering to MEETS Framework. MEETS stands for Management, Earnings, Events / Trends, Timings & Structural. Fundamental bottom up stock picking based by experienced investment team.

Product Presentation:

Click Here

ALFACCURATE ADVISORS (AAA)

icon
Mr. Rajesh Kothari, Founder – AlfAccurate Advisors Pvt Ltd

AAA Digital India

Emphasis on businesses which can capitalise on opportunities offered by Digitalisation. These businesses have the potential to grow faster than established businesses/traditional practices.

Product Presentation:

Click Here

CARNELIAN ASSET ADVISORS (CARNELIAN)

icon
Mr. Vikas Khemani, Founder – Carnelian Asset Advisors Pvt Ltd

Carnelian Thematic - Small & Midcap Portfolio

Long only, multi-cap, thematic strategy designed to capture two major structural shifts in Indian economy namely, manufacturing and technology. Mainly targeting mid cap & small cap companies with existing core competence/niche capability along with strong BS, governance and return ratios

Product Presentation:

Click Here

Renaissance Investment Managers

icon
Mr. Pankaj Murarka, Founder – Renaissance Investment Managers Pvt Ltd

Alpha Bluechip Portfolio

Alpha Bluechip is a Growth biased, Focused portfolio of best-in-class companies that are Business Leaders, across different sectors and market capitalizations. A high quality growth portfolio which intends to generate superior risk adjusted returns.

Product Presentation:

Click Here

Narnolia Investment Advisors

icon
Mr. Shailendra Kumar, Co-Founder – Narnolia Investment Advisors Pvt Ltd

NS 5T x 5T

NS 5T X 5T portfolio provides a unique theme-based investing opportunity in the Indian market. As India approaches towards becoming a 5 trillion USD economy by GDP, the total Market Cap of Indian companies will also set to increase by 11-12% CAGR. This strategy focuses on themes that should form part of India's next growth engine.

Product Presentation:

Click Here

O3 Capital

icon
Mr. E A Sundaram, CIO – O3 Securities Pvt Ltd

O3 Thematic Opportunities

o3 Thematic Opportunities portfolio would be based on two themes 1) Medium Term theme that will play out over the next 3-5 years - focus is to capture companies benefitting from Infra & Manufacturing push. And 2) Long Term theme that will last for at least a decade - with focus on companies benefitting from Continued Consumerism in India, increasing focus on Heath & Wellness, increasing Digitization of financial transactions, greater spending on Education, Travel & Leisure and Housing and Urban Infrastructure.

Product Presentation:

Click Here

EquiPoise Investment Manager

icon
Mr. Aashish Wakankar, Founder – EquiPoise Capital Management Pvt Ltd

EquiPoise Emerging Stars

EquiPoise Emerging Stars portfolio aims for growth without compromising the quality of stocks that we buy in the portfolio. Stock selection is primarily based on (1) change at margin (change in management, change in competitive landscape, large capacity addition / operating leverage and breakthrough in technology / products); (2) Leadership / large market share in respective areas of operation; (3) wide canvas of opportunity / market available for the business and (4) Good quality management.

Product Presentation:

Click Here

Smart Beta

icon

Collection of unique portfolios curated by award winning ICICIdirect Research Team based on factor based investment approach.

  • Smart beta seeks to combine the benefits of passive investing and the advantages of active investment strategies.
  • Use factors or alternative weighting schemes as such as volatility, value, momentum, quality, size etc.
  • Harness market inefficiencies in a rules-based and transparent manner.
  • Helps get rid of behavioral biases by adopting quantitative filters.

Momentum Smart Beta – Large & Midcap

icon

Presenting Momentum Smart Beta - Large and Midcap portfolio, which will invest in the stocks that are highly rated based on Momentum factor score. The portfolio is aimed at outperforming Nifty200 index, with stock ranking methodology being tested across different market cycles in our back testing.

Product Presentation:

Click Here

Momentum Smart Beta – Large Cap

icon

Presenting Momentum Smart Beta - Largecap portfolio, which will invest in the stocks that are highly rated based on Momentum factor score, within the Largecap universe. The portfolio is aimed at outperforming Nifty100 index, with stock ranking methodology tested across different market cycles in our backtesting.

Product Presentation:

Click Here

Videos

Premium Portfolio
Premium Portfolio

Premium Portfolio
Launching “Masters of the Street” under Premium Portfolio

Webinar

Webinar on Premium Portfolio by Mr. Pankaj Pandey, Head – Research, ICICI Direct

Masters of the Street by Mr. Vikas Khemani – Founder, Carnelian Asset Advisors

Premium Portfolio
Masters of the Street by Mr. Sunil Singhania – Founder, Abakkus Asset Management LLP

Premium Portfolio
Masters of the Street by Mr. Rajesh Kothari – Founder & Managing Director, AlfAccurate Advisors

FAQs on Premium Portfolio

What are Premium Portfolios?
Premium Portfolios are curated baskets of equity portfolios, designed by our award winning Research team, with the objective of helping investors achieve long term wealth creation.
Premium Portfolios are a basket of upto 25 handpicked stocks which invest into across themes, style and market capitalization, as per the mandate of the portfolio.
Premium Portfolios are designed by our Research team after extensive analysis on quantitative and qualitative parameters on each stock included in the basket. The objective of such portfolios is to help investors with the complexities of investing and managing an equity portfolio. With Premium Portfolios, you can invest, track performance and manage portfolios in few clicks.
Premium Portfolio is available on our website (new site). 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 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 you have subscribed to any portfolio, same will get reflected under My Premium Portfolio > Subscription Details.
In order to make the initial investment in already subscribed portfolio, you will have to visit the respective portfolio tile from Premium Portfolio home page.
If you made any investment in the portfolio, details of the same (Investment Value, Current Value, Overall Gain etc.) will start reflecting by the end of day. This is applicable for all basket orders placed through Premium Portfolio platform.
For all portfolios where you have made the initial investment, same will be available for display in My Premium Portfolio > Portfolio page. Following are the details visible in this page:
a. Portfolio Summary & Performance:
i. Net Invested Amount - Sum of cost value of all the stocks currently held in your portfolio
ii. Current Value - Sum of market value of all the stocks currently held in your portfolio
iii. Overall Gain - Difference between Current Value & Net Invested Amount
iv. Returns (XIRR %) – XIRR % returns calculated on the transactions in your portfolio. This is computed using MS Excel XIRR function. For portfolios less than a year, absolute return is displayed. While, XIRR annualized returns are shown for portfolio more than a year old.
b. Initiate Rebalance: This tab will create basket orders when rebalancing is triggered in the portfolio, as per the changes initiated in the portfolio. A portfolio update message / commentary on the rebalancing changes is also updated and displayed as a text message on this page. We suggest you to execute the rebalancing as soon as possible, to ensure your portfolio is in sync with the model portfolio. This tab is enabled only when rebalance is triggered in your portfolio. At all other times, you will receive an error message stating rebalancing is not triggered in the portfolio.
c. Invest More: You can make additional investments in the portfolio through this tab. You just have to input the amount that you have chosen to invest and basket orders will be created.
d. Exit Portfolio: If you wish to exit all the stocks in your portfolio, you can do the same by selecting Exit Portfolio tab, and the basket order will be created. Please keep 2 points in mind before using this tab:
i. The portfolio quantity in Exit Portfolio basket will be the same quantities as you can see in your portfolio page. If you had initiated a purchase transaction (Invest More / Initiate Rebalance / Initial Investment) in the last 2 trading days, the stock wise quantity from that transaction will be reflecting in this page even though it takes 2 days for the quantities to be credited in your demat account. If sell order is placed for the stock which is not yet credited in your demat account, the order will fail to be placed and will remain pending in ‘Unexecuted Orders’ tab.
ii. Exiting the entire portfolio will only result in selling of all stocks. Your subscription to the portfolio will continue.
e. Unexecuted Orders: All orders which fail to be placed or executed post basket order creation stage (through Initiate Rebalance, Invest More, Exit Portfolio), will be captured here. You can then use this tab to place such unexecuted orders again at a later time. Note that till the time there are pending unexecuted orders in your portfolio, you will not be able to place any other basket order (Initiate Rebalance / Invest More / Exit Portfolio). This is to ensure your portfolio remains in sync with the model portfolio.
f. Mismatch in Portfolio: This tab will help you identify any deviation in holdings of stock wise quantities in all of your Premium Portfolios vs the stock wise quantities in your demat account. It could happen that you may use some of the quantities of stocks bought through Premium Portfolio, and pledge the same for margin. Or if you end up selling these stocks from general Equity place order page. Any such deviation in quantity holdings will be reflected here.
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.
Apart from ‘Portfolio’ page explained above, below details are accessible under My Premium Portfolio section:
a. View Order Book: Each lumpsum investment request will be captured in this page with investment amount & timestamp
b. View Trade Book: Each lumpsum investment made will be a basket order among the portfolio stocks. You can get a stock wise order flow details for each basket order in this page
c. Subscription Details: Subscription details of all portfolios currently subscribed by the investor is displayed here, with key details like Subscription Date, Subscription Status, Validity Start & End Date, Previous & Next Debit Date. You can also view the portfolio level strategy presentation with stock wise rationale, uploaded in this page for reference
d. Fee Details: This page will display the details of subscription fee paid by the investor for each portfolio subscription. Fee amount displayed will be incl. GST, with the actual status of fee debit
Under this offering, India’s leading Investment advisors put their extensive investment knowledge to use and design their own portfolios which reflect their unique ideas and investment philosophies. Now, you can benefit from exclusive portfolios of the experts to make your financial journey even more rewarding.
Presently SIP functionality is not available, however SIP option will also be made available soon.
For any subscriber, portfolio level Subscription Fee is the cost that he pays for availing the benefits of any portfolio. Additionally, brokerage charges will be levied on all basket order transactions as per the applicable brokerage plan of the subscriber.
Disclaimer:
I-Sec is a SEBI registered with SEBI as a Research Analyst vide registration no. INH000000990. I-Sec is a distributor of Investment Advisory products. 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. The information mentioned herein above is only for consumption by the client and such material should not be redistributed. Please note, The information contained herein is strictly confidential and meant solely for the selected recipient and may not be altered in any way, transmitted to, copied or distributed, in part or in whole, to any other person or to the media or reproduced in any form, without prior written consent of ICICI Securities Limited. The contents of this mail are solely for informational purpose and may not be used or considered as an offer document or solicitation of offer to buy or sell or subscribe for securities or other financial instruments or any other product. While due care has been taken in preparing this mail, I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any inaccurate, delayed or incomplete information nor for any actions taken in reliance thereon. This mail is not directed or intended for distribution to, or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation or which would subject I-Sec and affiliates to any registration or licensing requirement within such jurisdiction.