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

Formerly ICICI Pru Long Term Eq (Tax Sav) DR

ICICI Mutual Funds

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

EquityTax Saving

Top Ranked

25.2

NAV (Oct 26)

13.9%
5 Year CAGR
Scripbox Opinion

Top Ranked

ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (RIDCW-A) is a good choice within tax saving mutual funds.

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

10,029 Cr. Category leader in size

Category View

Superior. The category has a superior 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
  • graph-icon-gray
    3 Years
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    Save Tax

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

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Historical NAV

25.2

NAV (Oct 26)

Fund Returns

Last 1Y
67.7%
Last 3Y
21.1%
Last 5Y
13.9%
Last 10Y
16%
Since Inception
20.1%
6 Month CAGR
30.3%
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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

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.95
Launched (22y ago)
Aug 19, 1999
AUM in Crores
10028.814
ISIN
INF109K01472
Lock-in
3
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
0
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)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

ICICI Prudential Asset Management Company Limited

ICICI Prudential Asset Management Company Limited manages assets worth 485,627 crores and was set up on 22 June 1993. It's current offering of mutual fund schemes includes 110 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
    recommended-badge

    21.4%

    15.3%

    recommended-badge

    7.5%

    7.9%

    top-ranked-badge

    0.2%

    11.7%

    top-ranked-badge

    6.7%

    7.4%

    top-ranked-badge

    7.3%

    7.7%

    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)

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    Equity

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    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.

    What Scripbox recommendations mean?
    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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    Create an Account

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

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

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

    ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (RIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 20.1% over a period of 22 years. The fund was previously known as ICICI Pru Long Term Eq (Tax Sav) DR . 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 (RIDCW-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 (RIDCW-A) NAV,AUM,Risk

    The ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Aug 19, 1999. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-10-26 is ₹25.20. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹10028.814. The category risk of the ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (RIDCW-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 (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98% in this asset class. The top three holdings of the fund are , icici bank ltd , infosys ltd , hdfc bank ltd , bharti airtel ltd , hcl technologies ltd , reliance industries ltd , housing development finance corp ltd , axis bank ltd , avenue supermarts ltd , state bank of india , hindalco industries ltd , tech mahindra ltd , sbi life insurance company limited , sun pharmaceuticals industries ltd , larsen & toubro ltd , sbi cards and payment services ltd ordinary shares , gail (india) ltd , maruti suzuki india ltd , blue star ltd , computer age management services ltd ordinary shares , treps , united breweries ltd , v-mart retail ltd , ntpc ltd , birlasoft ltd , ashok leyland ltd , hindustan unilever ltd , inox leisure ltd , oil & natural gas corp ltd , tata steel ltd , max financial services ltd , bharat petroleum corp ltd , mahindra & mahindra ltd , ultratech cement ltd , icici lombard general insurance co ltd , mahindra lifespace developers ltd , larsen & toubro infotech ltd , tata motors ltd class a , eicher motors ltd , quess corp ltd , cipla ltd , ipca laboratories ltd , g r infraprojects ltd , zydus wellness ltd , arvind fashions ltd , itc ltd , container corporation of india ltd , dr reddy's laboratories ltd , dixon technologies (india) ltd , gujarat pipavav port ltd , cholamandalam financial holdings ltd , jm financial ltd , narayana hrudayalaya ltd , net current assets , ambuja cements ltd , bajaj consumer care ltd , equitas holding ltd , pnc infratech ltd , thomas cook india ltd , dcb bank ltd , aditya birla sun life amc ltd , karur vysya bank ltd , bharti airtel ltd. (right share) , vijaya diagnostic centre ltd

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

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 (RIDCW-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 (RIDCW-A) Review

    ICICI Prudential Long Term Equity Fund Tax Saving Inc Dist cum Cap Wdrl (RIDCW-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 (RIDCW-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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