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aboutICICI Prudential Equity & Debt Fund

Launched on November 3, 1999, ICICI Prudential Equity & Debt Fund is an Aggressive Hybrid scheme investing predominantly in equity and equity related instruments. The Scheme aims to generate long-term capital appreciation and accrual income from a portfolio that is invested in equity and debt.

  • Scheme Highlights

    • Scheme’s equity exposure ranges between 65%-80% and debt exposure ranges between 20%-35%
    • Invests across market capitalizations
    • Sector agnostic in its investment approach
    • Takes exposure in well-researched corporate securities to earn reasonable carry-over wealth

  • Who Should Invest?

    The scheme is suitable for:
    • Investors who seek diversification across debt and equity
    • Investors who aim to benefit from accrual income as well as long term capital growth

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Read more about ICICI Prudential Equity & Debt Fund here

Fund Factsheet
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Scheme Features

  • Type of Scheme
    An open ended hybrid scheme investing predominantly in equity and equity related instruments
  • Plans
    ICICI Prudential Equity & Debt Fund and ICICI Prudential Equity & Debt Fund - Direct; Options: Growth & Dividend
  • Minimum Application Amount
    `5000 (plus in multiples of Re. 1)
  • Minimum Additional Application Amount
    `1000 (plus in multiples of Re. 1)
  • Minimum Redemption Amount
    `500/- or all units where amount is below 500/-
  • Entry Load
    Not Applicable
  • Exit Load
    Upto 10% of units within 1 year from the date of allotment
    Nil
    More than 10% of units within 1 year from the date of allotment
    1% of applicable NAV
    After 1 year from the date of allotment
    Nil
  • Fund Manager
    Equity: Sankaran Naren has been managing this fund since Dec 2015 and has overall 26 years of experience.
    Atul Patel has been managing this fund since Aug 2016 and has overall 7 years of experience.

    Debt: Manish Banthia has been managing this fund since Sep 2013 and has overall 13 years of experience.*

*In addition to the fund managers managing this fund, overseas investment in managed by Ms. Priyanka Khandelwal

Scheme Returns

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For details of other schemes managed by the same fund managers, click here.

This product is suitable for investors who are seeking*:

Long term wealth creation solution.
A balanced fund aiming for long term capital appreciation and current income by investing in equity as well as fixed income securities.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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