ICICI Mutual Funds

ICICI Prudential Mutual Fund To Launch ICICI Prudential Booster Systematic Transfer Plan

ICICI Prudential Booster Systematic Transfer Plan allows investors to transfer variable amounts at regular intervals from one source scheme to another. The investors must specify a base installment. The STP installment amount may vary from 0.1X to 5X of base installment amount based on Equity Valuation Index. With this approach the balance is maintained between asset allocation during market ups and downs.

Published on 17th Aug 2021

How to Invest in ICICI Mutual Funds?

Scripbox has made mutual funds investments extremely easy, even for new investors. One can invest in mutual funds by following the steps below:

• Visit Scripbox and Begin the Investment Journey: On the homepage of the Scripbox website, click on “Let’s get started” button. A list of investment options based on life goals is available. For investing in mutual funds, pick any of the options close to one’s financial goals. Click on “Continue” to proceed with the mutual fund scheme investment.
• Signup and Create an Account: Create an account with Scripbox. Upon logging in, the investor can see the details of the investment. The investor can choose the payment option. One can select “Every month SIP” (SIP route) or “One-time” (Lumpsum route) payment options. The choice of payment mode depends on multiple factors, for example, investor cash flow. Also, one can use the Scripbox SIP calculator to determine the potential returns from a SIP mutual fund scheme investment. The Scripbox SIP calculator is available online for free. To proceed towards investment, click on “See Recommended Funds.”
• Check the Plan and Fund Allocation: The list of mutual funds and the allocated investment amount for the selected plan is shown on this page. Check all the details before proceeding ahead. Also, if the investor wishes to change the fund or investment amount, one can click on the option, “I want to change Funds/ Amount.” Click on the “Next” button to make payment.
• Bank Details and Money Transfer: The last step requires the investor to enter the saving account and PAN Card details. All the investor information is protected in a secure environment provided by Scripbox. Moreover, the bank saving account will only be used for investing and crediting the redemption proceeds only.

KYC Required to Invest in ICICI Mutual Fund/ Scripbox

KYC is an acronym for “Know Your Customer.” All the client details can be verified with KYC anytime. SEBI has prescribed requirements for KYC. An investor has to be KYC compliant while investing in a SEBI registered mutual fund. A KYC form will include address, identity, financial status, demographic information, and occupation.

One can get their KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

• Photograph
• Address proof (Driving License/Passport/ Aadhar Card (Both Front & Back)/Voter ID Card)
• Pan Card
• Video Selfie: Record a video by facing the camera for 5 seconds
• KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorise Scripbox to do my mutual fund KYC” & sign below it)

At the time of registration, one can upload the clear color scanned copies of the documents required. Alternatively, the KYC documents can be shared at help@scripbox.com or Whatsapp it to us on +91-8884448026.

How to Download ICICI Mutual Fund Investment Statement?

The following steps can be used to download your mutual fund investment statement using the Scripbox App:

• Firstly, open your Scripbox App
• Secondly, visit the ‘Profile’ tab to access your investments
• Thirdly, check the ‘Investment History’ option to get all details
• Fourthly, select ‘Email Me’. As a result, you will receive an email. You will receive a downloadable link to your Scripbox Investment History in that email.
• Lastly, download your investment statement in excel format by clicking on the link.

The excel statement will have the following details:

1. Orders Tab: All the details regarding your investment at this instant are available in this section. It includes the folio number, investor name, fund name, and amounts invested. You can also view units allocated, NAV, STT, and purpose.
2. Current Holding Tab: In this section, you can view information on how many funds you are invested in at the present time. It includes details such as fund name, number of units, the current value of the investment. Other details such as folio number, and purpose, etc. are also available in this section.

Top ICICI MF Fund Managers

Fund Manager	Number of Schemes	Type of Scheme
Sankaran Naren	38	Equity
Vaibhav Dusad	07	Equity
Rohan Maru	34	Equity & Debt
Priyanka Khandelwal	101	Equity
Harish Bihani	5	Equity
Prakash Gaurav Goel	9	Equity
Mittul Kalawadia	11	Equity & Debt
Kayzad Eghlim	21	Equity
Nishit Patel	13	Equity
Dharmesh Kakkad	25	Equity
Rajat Chandak	17	Equity
Anish Tawakley	09	Equity
Ihab Dalwai	15	Equity & Debt
Ashwin Jain	03	Equity
Roshan Chutkey	07	Equity
Manish Banthia	87	Equity & Hybrid
Nikhil Kabra	30	Equity & Hybrid
Sri Sharma	15	Equity & Hybrid
Anuj Tagra	43	Debt
Ritesh Lunawat	23	Debt
Rahul Goswami	73	Debt
Chandni Gupta	27	Debt
Akhil Kakkar	07	Debt
Shadab Rizvi	07	Debt

 

Explore: Top Fund Managers

Mr. Sankaran Naren

Mr. Sankaran Naren oversees investment functions across the Mutual Fund and International Advisory Business of ICICI Mutual Fund. He has been instrumental in the overall investment strategy development and execution at the company. He is the leading voice on the Indian capital markets and has myriad awards to his name in fund management. His views on macro and markets are featured prominently across media, both locally and globally. An alumnus of IIT Madras and IIM Kolkata, he has served various roles in the financial services industry and investment management. During his experience of nearly three decades of work experience, Naren has worked with organizations such as Refco Sify Securities India Pvt Ltd, HDFC Securities Ltd, and Yoha Securities.

Mr. Vaibhav Dusad

Mr. Vaibhab Dusad has done B.Tech., M.Tech., and MBA. Prior to joining ICICI Prudential AMC Ltd. He has also worked with Morgan Stanley, HSBC Global Banking and Markets, CRISIL, Zinnov Management Consulting, and Citibank Singapore.

Mr. Rohan Maru

Mr. Rohan Maru joined ICICI Prudential AMC in November 2012. He holds a Master of Commerce from Mumbai University and a PGDBA from MET Mumbai. As a fund manager, Mr. Maru handles ICICI Prudential Corporate Bond Fund and ICICI Prudential Liquid ETF. Alongside these, he is co-managing other funds such as ICICI Prudential Liquid Fund, ICICI Prudential Savings Fund, ICICI Prudential Overnight Fund, and ICICI Prudential Global Stable Equity Fund. He also manages the Indian debt portion in ICICI Prudential US Bluechip Equity Fund. Previously, he was a Dealer for the Corporate Bonds of the fund house. With an experience of over 10 years, he has been associated with Kotak Mutual Funds and Integreon Managed Solutions. 

Ms. Priyanka Khandelwal

Ms. Priyanka Khandelwal is Chartered Accountant and Company Secretary. She has been working with ICICI Prudential Mutual Fund since October 2014.

Mr. Harish Bihani

Mr. Harish Bihani has done MBA in Finance prior to joining ICICI Prudential Mutual Fund. He has worked with SBI Mutual Fund, Kotak Institutional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.

Mr. Prakash Gaurav Goel

Mr. Prakash Gaurav Goel is a Chartered Accountant and Bachelor of Commerce. Prior to joining ICICI Prudential Mutual fund, he has worked with IREVNA Research & Hindustan Unilever.

Mr. Mittul Kalawadia

Mr. Mittul Kalawadia at the present time manages multiple funds at ICICI Prudential AMC. Prior to being a fund manager, he was a research analyst for multiple key sectors. He started his career with ICICI Prudential AMC and has garnered an overall work experience of 11 years. His core competency lies in portfolio management and security analysis. He is a qualified Chartered Accountant.

Mr. Kayzad Eghlim

Mr. Kayzad Eghlim is a B.Com (H) and M.Com. Prior to joining ICICI Prudential AMC, he has worked with IDFC Investment Advisors Ltd., Prime Securities, and Canara Robeco Mutual Fund.

Mr. Nishit Patel

Mr. Nishit Patel is a B.Com & Chartered Accountant. He works with ICICI Prudential Asset Management Company Limited. He was handling ETF Business for the company from November 2018 till January 2020.

Mr. Dharmesh Kakkad

Mr. Dharmesh Kakkad is B.com., CA & CFA. He is associated with ICICI Prudential Asset Management Company Limited since June 2010. Prior to working in the Dealing function, he was working in the Operations Department of ICICI Prudential AMC.

Mr. Rajat Chandak

Mr. Rajat Chandak manages several flagship funds at ICICI Prudential Mutual Fund. He completed B.Com from Sydenham College of Commerce and Economics in 2005. Later he completed his MBA in Finance from the Institute for Financial Management and Research (IFMR) in 2008. He started his career with ICICI Prudential AMC and has been with the AMC ever since. He carries an overall work experience of more than 10 years. Mr. Chandak handles funds such as ICICI Prudential Bluechip Fund, ICICI Prudential Value Fund (Series 4 & 11), and ICICI Prudential Bharat Consumption Fund (Series 4). Alongside he also manages ICICI Prudential Long Term Wealth Enhancement Fund, ICICI Prudential R.I.G.H.T. Fund, ICICI Prudential Regular Savings Fund, and ICICI Prudential Balanced Advantage Fund. 

Mr. Anish Tawakley

Mr. Anish Tawakley is a Fund Manager & Head of Research at ICICI Prudential AMC. He holds a Post Graduate Diploma in Management from the Indian Institute of Management, Bangalore. He is also a B.Tech. from the Indian Institute of Technology, Delhi. At the present time, he manages ICICI Prudential Bluechip Fund and ICICI Prudential Manufacture in India Fund. With an overall work experience of more than two decades, Mr. Tawakley has gathered an expertise in capital markets and strategic consulting. Earlier he has been associated with major organizations such as Barclays, McKinsey, Bernstein, Credit Suisse in various leadership positions. 

Mr. Ihab Dalwai

Mr. Ihab Dalwai is a Chartered Accountant. He is associated with ICICI Prudential AMC since April 2011.

Mr. Ashwin Jain

Mr. Ashwin Jain is a B.E. and PGDM. Prior to joining ICICI Prudential Asset Management Co. Ltd., he has worked with major companies such as HCL Technologies, Irevana, and Merill Lynch.

Mr. Roshan Chutkey

Mr. Roshan Chutkey is a fund manager at ICICI Prudential Asset Management Co. Ltd. He holds an engineering degree from IIT Madras, MBA from IIM Lucknow, and also holds a Masters in Finance degree from London Business School. At the present time, he handles their flagship sector fund known as ICICI Prudential Banking & Financial Services Fund. He also co-manages the ICICI Prudential India Opportunities Fund. With an overall experience of 12 years, he has been associated with major organizations such as JP Morgan Chase, Citibank, and Kuwait Financial Centre. 

Mr. Manish Banthia

Mr. Manish Banthia is a fund manager in the Fixed Income function of ICICI Prudential Asset Management Co. Ltd. He is a Chartered Accountant and also holds a Masters in Business Administration from the Indian Institute of Foreign Trade (IIFT) Delhi. Mr. Banthia at the present time anchors key roles which include fixed income trading, credit analysis, and product development. He also advises the Indian Fixed Income Fund domiciled in Japan. His core competency lies in portfolio management, rates trading, and credit research. During his 13 years of experience in Indian capital markets, he has been associated with Aditya Birla Group prior to joining the AMC. 

Mr. Nikhil Kabra

Mr. Nikhil Kabra is a B.Com and Chartered Accountant. Prior to joining ICICI Prudential AMC in 2013, he was associated with Sumedha Fiscal Services Limited. Earlier he has worked with Haribhakti & Co. 

Ms. Sri Sharma

Ms. Sri Sharma has four years of experience in the Mutual Fund Industry. She is a B.Com and Chartered Accontant. Ms. Sharma is actively invested in the equity markets. Prior to ICICI Prudential, she was associated with PwC.

Mr. Anuj Tagra

Mr. Anuj Tagra is a graduate of Guru Gobind Singh Indraprastha University and an MBA from Narsee Monjee Institute of Management Studies. Prior to joining ICICI Prudential AMC, he has worked with the Union Bank of India and Fidelity Investments.

Mr. Ritesh Lunawat

Mr. Ritesh Lunawat is a B.Com graduate and Chartered Accountant. He has been Working with ICICI Prudential AMC Since September 2013.

Mr. Rahul Goswami

Mr. Rahul Goswami is instrumental in investment strategy development and execution of the fixed income product suite. He holds a Bachelor’s degree in Science and MBA from Bhopal University. Mr. Goswami at the present time manages some of the key debt funds at ICICI Prudential Mutual Fund. With over two decades of rich experience, he was earlier associated with Standard Chartered Bank, Franklin Templeton, UTI Bank, SMIFS Securities, Khandwala Finance Ltd, and RR Financial Consultants. 

Ms. Chandni Gupta 

Ms. Chandni Gupta holds a B.E. degree in IT and CFA degree from CFA Institute, USA. Prior to joining ICICI Prudential Asset Management Company Limited she has worked with Morgan Stanley Investment Management, HSBC Bank, Standard Chartered Mutual Fund.

Mr. Akhil Kakkar 

Mr. Akhil Kakkar is B.Tech (IIT Roorkee) and PGDM (Finance). Prior to joining ICICI Prudential Mutual Fund, he has worked with leading organizations in the industry. Some of his previous roles are with Kotak Mahindra Bank in Debt Capital Markets and SBI Capital Markets in Project Advisory & Structured Finance. He was also associated with Goldman Sachs Services Pvt. Ltd. as an Analyst Developer.

Mr. Shadab Rizvi 

Mr. Shadab Rizvi has Post Graduate Diploma in Securities Market & B.E. (Electrical Engineering). Prior to joining ICICI Prudential Mutual Fund, he has worked with Darashaw & Company Pvt. Ltd. He has also worked with Kernel Academy of Computer Sciences and Daksh e-Services Pvt Ltd.

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