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  • ICICI Prudential Asset Management Company Limited
  • ICICI Prudential Long Term Wealth Enhancement Fund (Dividend Payout - Annually)
ICICI Prudential Long Term Wealth Enhancement Fund (Dividend Payout - Annually)

ICICI Prudential Long Term Wealth Enhancement Fund (Dividend Payout - Annually)

EquityTax Saving

13.83

NAV (Mar 04)

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years.

Relative Size

47 Cr.

Category View

.

Consistency Of Performance

.

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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

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Scheme Information

Investment Objective

The Scheme is a ten year close ended equity linked savings scheme that seeks to generate long-term capital appreciation to unit-holders from a portfolio that is invested predominantly in equity and equity related securities of large capitalization companies and emerging mid cap companies along with 1ome tax benefit. However,there can be no assurance that the investment objective of the Scheme will be realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

1.38 %

Expense Ratio

Mar 23, 2018

Launched (3y ago)

₹ 47

AUM in Crores

INF109KC1085

ISIN

3

Lock-in

IISL Nifty LargeMidcap 250 Index

Benchmark

₹ 0

SIP Minimum

₹ 500

Lumpsum Min.

Fund Managers
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Rajat Chandak

Fund Manager

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Sankaran Naren

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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

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HDFC Top 100 Fund (G)

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Nippon India Growth Fund (G)

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About the AMC

ICICI Prudential Asset Management Company Limited

ICICI Prudential Asset Management Company Limited manages assets worth 397,926 crores and was set up on 22 June 1993. It's current offering of mutual fund schemes includes 104 equity,526 debt and 64 hybrid funds.

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  • tel-amc-about
    022-26525000
  • mail-amc-about
    enquiry@icicipruamc.com
  • ICICI Prudential Savings Fund (G)

    ICICI Prudential Savings Fund (G)

    Low Duration

    Recommended

    Top Ranked

    ₹ 26,705 Cr

    Fund Size

    8%

    3Y returns

    ICICI Prudential Bluechip Fund (G)

    ICICI Prudential Bluechip Fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 25,513 Cr

    Fund Size

    12.2%

    3Y returns

    ICICI Prudential Bluechip Fund Institutional I (G)

    ICICI Prudential Bluechip Fund Institutional I (G)

    Large Cap

    Top Ranked

    ₹ 25,513 Cr

    Fund Size

    0.2%

    3Y returns

    ICICI Prudential Savings Fund Retail Plan (G)

    ICICI Prudential Savings Fund Retail Plan (G)

    Low Duration

    Top Ranked

    ₹ 26,705 Cr

    Fund Size

    6.7%

    3Y returns

    ICICI Prudential Savings Fund (DR-D)

    ICICI Prudential Savings Fund (DR-D)

    Low Duration

    Top Ranked

    ₹ 26,705 Cr

    Fund Size

    5.8%

    3Y returns

    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

    Motilal Oswal Long Term Equity Fund (Growth)

    Motilal Oswal Long Term Equity Fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    About ICICI Prudential Long Term Wealth Enhancement Fund (DP-A)

    About ICICI Prudential Long Term Wealth Enhancement Fund (DP-A)

    ICICI Prudential Long Term Wealth Enhancement Fund (DP-A) is a tax saving equity fund and has delivered an annualised return of 11.7% over a period of 3 years ..The fund is managed by ICICI Prudential Asset Management Company Limited.The fund managers are Rajat Chandak, Sankaran Naren

    ICICI Prudential Long Term Wealth Enhancement Fund (DP-A) Investment Objective

    The Scheme is a ten year close ended equity linked savings scheme that seeks to generate long-term capital appreciation to unit-holders from a portfolio that is invested predominantly in equity and equity related securities of large capitalization companies and emerging mid cap companies along with 1ome tax benefit. However,there can be no assurance that the investment objective of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.

    ICICI Prudential Long Term Wealth Enhancement Fund (DP-A) NAV,AUM,Risk

    The ICICI Prudential Long Term Wealth Enhancement Fund (DP-A) fund was launched on Mar 23, 2018. The NAV (Net Asset Value) of this tax saving equity as of 2021-03-04 is ₹ 13.83. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 46.722. The category risk of the ICICI Prudential Long Term Wealth Enhancement Fund (DP-A) fund is Very High Risk. The fund charges 1.38 % as expense ratio.

    ICICI Prudential Long Term Wealth Enhancement Fund (DP-A) Holdings

    The fund’s highest allocation is towards equity and has invested 93.9% in this asset class. The top three holdings of the fund are hdfc bank ltd,avenue supermarts ltd and motherson sumi systems ltd shs dematerialised

    ICICI Prudential Long Term Wealth Enhancement Fund (DP-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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 Wealth Enhancement Fund (DP-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 LargeMidcap 250 Index

    ICICI Prudential Long Term Wealth Enhancement Fund (DP-A) Review

    ICICI Prudential Long Term Wealth Enhancement Fund (DP-A) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, ICICI Prudential Long Term Wealth Enhancement Fund (DP-A) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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