• Mutual Funds
  • ICICI Mutual Fund
  • ICICI Prudential Long Term Equity Fund Tax Saving (Growth)

Formerly ICICI Pru L/T Eq Fund ( Tax Sav) Reg Gr

ICICI Mutual Fund

ICICI Prudential Long Term Equity Fund Tax Saving (Growth)

EquityTax Saving

Top Ranked

543.97

NAV (May 20)

10.8%
5 Year CAGR
Scripbox Opinion

Top Ranked

ICICI Prudential Long Term Equity Fund Tax Saving (Growth) 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).

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

9,752 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

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

543.97

NAV (May 20)

Fund Returns

Last 1Y

10.4%

Last 3Y

12.4%

Last 5Y

10.8%

Last 10Y

15.7%

Since Inception

19.2%

6 Month CAGR

-10.8%

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.

Expense Ratio

1.91

Launched (23y ago)

Aug 19, 1999

AUM in Crores

9751.654

ISIN

INF109K01464

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers

Priyanka Khandelwal

Fund Manager

Harish Bihani

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-05-20

Top Stock Holdings

icici bank ltd

7.9%
7.9%

infosys ltd

6.4%
6.4%

treps

5.1%
5.1%

hcl technologies ltd

5%
5%

bharti airtel ltd

5%
5%
See all holdings
allocation by market cap

Allocation by Sector

financial services

31.1%
31.1%

technology

18.1%
18.1%

consumer cyclical

8.3%
8.3%

industrials

8.1%
8.1%

communication services

6.9%
6.9%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

ICICI Prudential Asset Management Company Limited

ICICI Prudential Asset Management Company Limited manages assets worth 493,541 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.

amc-img

  • 022-26525000
  • enquiry@icicipruamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.2%

    7.2%

    15.7%

    15.4%

    5%

    5.9%

    6.4%

    6.9%

    6.4%

    7.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    ICICI Prudential Long Term Equity Fund Tax Saving (G) Review

    ICICI Prudential Long Term Equity Fund Tax Saving (G) is a Tax Saving Equity fund and has delivered an annualised return of 19.2% over a period of 22 years. The fund was previously known as ICICI Pru L/T Eq Fund ( Tax Sav) Reg Gr. The fund is managed by ICICI Prudential Asset Management Company Limited. The fund managers are Harish Bihani, Priyanka Khandelwal.

    Nav of ICICI Prudential Long Term Equity Fund Tax Saving (G) as of 5/20/2022 is ₹543.97 with the total AUM as of 5/22/2022 is ₹9751.654. With Scripbox you can compare and check the latest nav for all mutual funds in India. ICICI Prudential Long Term Equity Fund Tax Saving (G) was launched on Aug 19, 1999. The category risk of the fund is Very High Risk.

    The minimum SIP amount for ICICI Prudential Long Term Equity Fund Tax Saving (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    ICICI Prudential Long Term Equity Fund Tax Saving (G) 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 (G) is rated as a 4 fund in Equity and delivered 10.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with ICICI Prudential Long Term Equity Fund Tax Saving (G).

    Frequently Asked Questions

    What is ICICI Prudential Long Term Equity Fund Tax Saving (G)?

    ICICI Prudential Long Term Equity Fund Tax Saving (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in ICICI Prudential Long Term Equity Fund Tax Saving (G)?

    You can invest in ICICI Prudential Long Term Equity Fund Tax Saving (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of ICICI Prudential Long Term Equity Fund Tax Saving (G)?

    The minimum sip amount for ICICI Prudential Long Term Equity Fund Tax Saving (G) is ₹500. You can invest in multiples of ₹500.

    Is ICICI Prudential Long Term Equity Fund Tax Saving (G) good to invest in?

    As per Scripbox experts, ICICI Prudential Long Term Equity Fund Tax Saving (G) is a Top Ranked fund. You can investICICI Prudential Long Term Equity Fund Tax Saving (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the ICICI Prudential Long Term Equity Fund Tax Saving (G)?

    The expense ratio of the ICICI Prudential Long Term Equity Fund Tax Saving (G) is 1.91% for regular plan.