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  • ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly ICICI Pru Long Term Eq (Tax Sav) DP

ICICI Mutual Funds

ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A)

EquityTax Saving

Top Ranked

23.9

NAV (Dec 03)

14.6%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

22 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

10,117 Cr. Category leader in size

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 Years
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    Save Tax

No single fund can achieve what a plan can. Learn why

Historical NAV

23.9

NAV (Dec 3)

Fund Returns

Last 1Y

39.7%

Last 3Y

16.8%

Last 5Y

14.6%

Last 10Y

15.9%

Since Inception

19.7%

6 Month CAGR

13.7%

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Scheme Information

Investment Objective

To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies. However,there is no assurance or guarantee that the investment objective of the Scheme would be achieved

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

1.95

Launched (22y ago)

Aug 19, 1999

AUM in Crores

10116.259

ISIN

INF109K01FN1

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers
user-avatar

Harish Bihani

Fund Manager

user-avatar

Priyanka Khandelwal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

ICICI Prudential Asset Management Company Limited

ICICI Prudential Asset Management Company Limited manages assets worth 486,915 crores and was set up on 22 June 1993. It's current offering of mutual fund schemes includes 116 equity,526 debt and 64 hybrid funds.

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  • tel-amc-about
    022-26525000
  • mail-amc-about
    enquiry@icicipruamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    16.9%

    14.7%

    7.2%

    7.9%

    0.2%

    11.7%

    6.7%

    7.4%

    5.6%

    4.7%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    2. 2500+Cities
    3. 7200+Customers are millionaires
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    About ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A)

    About ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A)

    ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 19.7% over a period of 22 years. The fund was previously known as ICICI Pru Long Term Eq (Tax Sav) DP . The fund is managed by ICICI Prudential Asset Management Company Limited. The fund managers are Harish Bihani, Priyanka Khandelwal

    ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A) Investment Objective

    To generate long-term capital appreciation through investments made primarily in equity and equity related securities of companies. However,there is no assurance or guarantee that the investment objective of the Scheme would be achieved . However, there is no assurance that the objective of the scheme will be realized.

    ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Aug 19, 1999. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-12-03 is ₹23.90. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹10116.259. The category risk of the ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 1.95 % as expense ratio.

    ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.5% in this asset class. The top three holdings of the fund are , icici bank ltd , infosys ltd , bharti airtel ltd , hdfc bank ltd , hcl technologies ltd , housing development finance corp ltd , axis bank ltd , reliance industries ltd , state bank of india , avenue supermarts ltd , sbi cards and payment services ltd ordinary shares , tech mahindra ltd , sbi life insurance company limited , hindalco industries ltd , larsen & toubro ltd , icici lombard general insurance co ltd , treps , sun pharmaceuticals industries ltd , blue star ltd , gail (india) ltd , computer age management services ltd ordinary shares , v-mart retail ltd , maruti suzuki india ltd , united breweries ltd , birlasoft ltd , ashok leyland ltd , inox leisure ltd , mahindra & mahindra ltd , tata motors ltd class a , tata steel ltd , max financial services ltd , hindustan unilever ltd , bharat petroleum corp ltd , ultratech cement ltd , larsen & toubro infotech ltd , mahindra lifespace developers ltd , quess corp ltd , dr reddy's laboratories ltd , oil & natural gas corp ltd , eicher motors ltd , g r infraprojects ltd , cipla ltd , arvind fashions ltd , ipca laboratories ltd , zydus wellness ltd , gujarat pipavav port ltd , cholamandalam financial holdings ltd , container corporation of india ltd , dixon technologies (india) ltd , narayana hrudayalaya ltd , jm financial ltd , ambuja cements ltd , net current assets , bajaj consumer care ltd , equitas holding ltd , pnc infratech ltd , thomas cook india ltd , bharti airtel ltd (partly paid rs.1.25) , dcb bank ltd , aditya birla sun life amc ltd , karur vysya bank ltd

    ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹500 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.

    ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR

    ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A) Review

    ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 5 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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