ICICI Pru. Diversified Equity All Cap Active FoF

 

ICICI Pru. Diversified Equity All Cap Active FoF

L. John Stephen, PRIME INVESTMENTS

 

1️⃣ vFund Launch

·         ICICI Prudential Mutual Fund has launched a new scheme called ICICI Prudential Diversified Equity All Cap Active Fund of Fund (FoF).

2️⃣  NFO Period

·         Investors can subscribe to this New Fund Offer (NFO) until March 16, 2026.

3️ ⃣ Fund Type

·         It is a Fund of Fund (FoF) and does not invest directly in stocks.

4️⃣ Investment Strategy

·         The scheme invests in units of various diversified equity mutual funds.

5️⃣ Market Cap Allocation

·         It will invest in mutual funds that focus on:

·         Large-cap stocks

·         Mid-cap stocks

·         Small-cap stocks

6️⃣ Benchmark Index

·         The benchmark for this scheme is the Nifty 500 Total Return Index (TRI).

7️⃣ About the Benchmark

·         Nifty 500 TRI represents a broad section of the Indian equity market, covering large, mid, and small companies.

8️⃣ Main Objective

·         To provide investors exposure to all market cap segments through a single investment product.

9️⃣ Dynamic Allocation

·         The fund may adjust allocation between large-cap, mid-cap, and small-cap funds depending on market conditions.

🔟 Investment Decision Factors

·         Decisions will be based on internal research considering factors such as:

·         Economic growth

·         Inflation

·         Interest rates

·         Domestic demand

·         Global market trends

1️⃣1️⃣   Market Cap Performance Cycles

·         No single market cap segment performs best during all market cycles.

·         Mid-cap and small-cap stocks may grow faster during bullish phases but can also fall more during downturns.

1️⃣2️⃣   Role of Large Cap Stocks

·         Large-cap stocks generally provide greater stability during volatile market periods.

1️⃣3️⃣   Benefit of All-Cap Diversification

·         Investing across all market caps can reduce risk and provide long-term growth potential.

1️⃣4️⃣   Purpose of the FoF Structure

·         This FoF aims to simplify diversified investing across market caps through a single scheme.

1️⃣5️⃣  Risk Disclosure

·         Like all mutual fund investments, this scheme carries market risks, so investors should carefully read the scheme documents before investing. 

 

 

For More details and Investing

 

L. John Stephen, PRIME INVESTMENTS

 

AMFI Registered Mutual Fund Distributor & Insurance Advisor

Phone: 9843096187

E mail id: johnstephen84@gmail.com

 

Madurai based PRIME INVESTMENTS provides services in life insurance, health insurance, mutual funds, and financial planning