Icici-Schemes Overview

Compare Schemes

This section lets you compare the investment objectives, horizons and other critical factors like minimum investment amounts, entry / exit loads etc of different ICICI Prudential Mutual Fund Schemes, thus helping you make a more informed choice.

You can select any two ICICI Prudential Mutual Fund Schemes you want to compare from the below given drop down menu and click "Go".

Performance Analyser

This tool allows you to track NAV movements of various ICICI Prudential Mutual Fund Schemes since their inception. You can also compare the scheme performance with relevant benchmarks.

How to use the performance analyser?
Just select the date range, the scheme you wish to analyse ansd the type of analysis required. You can analyse the scheme based on its NAV / Dividend History over any period of your choice. Or, you could choose to simulate the return on Rs. 1000 invested over any period of your choice under any scheme. In schemes where the Systematic Investment Plan (SIP) option is available, you can also simulate the returns from following this approach. Alternatively you could compare scheme performance vs relevant benchmark over standard horizons (1 year, 3 years, 5 years and since inception as applicable).

By default the From Date is taken as inception date of the scheme and To Date is taken as the current date. You can change this as per your query.

Fund Facts

You are unique - and that's why what's right for someone else may not be right for you. So is the case with your investment needs. As an investor you could be very cautious or very aggressive or someone who would like to maintain a balance.

We at ICICI Prudential Mutual Fund, understand this reality and therefore to meet the investment needs of different kinds of investors we offer a range of solutions that enable them to create a portfolio of the tenor, return and risk that they desire.

On the debt market side, from simple parking solutions for efficient utilization of each rupee for each day, to long term interest rate view-based products, our range spans varying time horizons and incomes. Our debt products are managed to minimize liquidity & credit risks and also manage interest rate risks. They come with periodic dividend and growth options to enable you to choose your income streams in a manner most efficient for your needs.On the equity market side, our equity funds offer a choice of size, sectors, themes and styles to enable participation in the broad market and its segments.

The chart below plots schemes offered by ICICI Prudential Mutual Fund on a risk-return scale that helps you zero-in on the relevant schemes that match your risk taking ability and the returns you desire.

Systematic Schemes

The world of investing offers a wide array of options. You need to choose wisely according to your needs. One of the simplest and most sensible ways of investing, especially when you are just starting off on your Investment journey is to use the Systematic Investing Option.

ICICI Prudential Mutual Fund allows you to invest systematically through the following 3 different systematic investing options which allow you to make your transactions - whether purchasing a new fund, transferring between funds or redeeming from a fund - in a systematic and disciplined manner.

1. ICICI Prudential Systematic Investment Plan (ICICI Prudential SIP)
ICICI Prudential SIP allows you to make your investments in periodic installments instead of a lump sum amount. This has the following advantages:
It helps you start small, with as low as Rs. 1000 per month.
It helps you reduce the risk of mistiming the market.
It helps you buy more units when the market is down and fewer units when the market is up. Thus reducing the cost of entry.
You can apply the ICICI Prudential Systematic Investment Plan on any ICICI Prudential Mutual Fund Scheme and see how it works for you by using our SIP Calculator. Click here


2. ICICI Prudential Systematic Transfer Plan (ICICI Prudential STP)

ICICI Prudential STP allows you to make a lump sum investment in a money-market or a debt oriented ICICI Prudential Scheme and subsequently transfer partial amounts to any equaity oriented ICICI Prudential Scheme at reqular intervals. This way your money continues to earn while it waits to be fully deployed in the equity scheme of your choice. You can choose from three frequencies(weekly,monthly and quarterly) if you wish to transfer your invetments from one scheme to another.

To apply for an ICICI Prudential Systematic Transfer Plan you can visit our Invest Online section. Click here


3. ICICI Prudential Systematic Withdrawal Plan (ICICI Prudential SWP)
ICICI Prudential SWP operates like the reverse of ICICI Prudential SIP. It allows you to systematically withdraw your existing investment in a ICICI Prudential Mutual Fund scheme by redeeming your units in periodic installments instead of all at one go. As in the case of the SIP, this helps you reduce your risk of mistiming your exit from a paricular scheme