ICICI Prudential Moderate (Hybrid, Debt-oriented)

48.75
12.28%
NA
Capital Growth and Income
Medium Horizon
Moderately High
0.72%
13 yrs 9 months 18 Dec 2003
₹ 6.05 Cr 17 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

The scheme aims to generate long term capital appreciation and current income by investing in the schemes of Prudential ICICI Mutual Fund having asset allocation to equity and equity related securities as well as to fixed income securities.

Scheme Documents

Tenure Returns (CAGR)
YTD
13.78
1 Month
0.14
3 Month
4.83
1 YR
15.76
2 YR
12.50
3 YR
11.85
Tenure Returns (CAGR)
1 YR
17.42
2 YR
16.97
3 YR
13.6
5 YR
13.61
10 YR
11.75

Portfolio

Company Name % Assets

Top Sectoral Holdings

Sector Name % Assets
Financial 16.75
Energy 6.73
Technology 5.45
Automobile 5.04
FMCG 3.97
Construction 2.73
Healthcare 1.97
Metals 1.49
Communication 1.02
Services 0.75

Indicators

Standard Deviation 7.09%
Sharpe Ratio 1.1

Mrinal Singh,Manish Banthia

Mr. Singh is B.E (Mechanical) and PGDM from SPJIMR Mumbai.Mr. Banthia is B.Com, ACA and MBA.
He has been associated with ICICI Prudential AMC since June 2008.He joined ICICI Prudential in 2012.

Other Funds Managed by Mrinal Singh,Manish Banthia

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