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aboutICICI Prudential Retirement Fund

Everybody dreams of living a happy, retired life. And while we may diligently plan for our other financial goals like our children’s education, a holiday or buying a home, planning for our retirement tends to be low on our priority list. This could be because we cross many of our life’s milestones while we’re still earning, or maybe we just haven’t thought about it yet.


What’s important to remember is that retirement begins when the earning stops. Therefore it is crucial that we start planning for it well in advance. This way we can plan to retire rich and enjoy our golden years.


ICICI Prudential Retirement Fund is an investment solution that can help you plan for a happy and relaxed retired life. Choose from the four plans listed below and take a step towards your continued Tarakki!

  • Why should I invest?

    There has been a huge change in our lifestyle and our needs. Our outlook towards retirement today is drastically different from what our Parents or Grandparents had for the following reasons:

    • Shorter Working Life, Longer Life Expectancy - With changing life goals, people now aspire to retire earlier than before

    • Lifestyle inflation and increase in medical costs – Luxuries of yesterday have become necessities of today

    • Changing outlook towards retirement – Leading a quiet life or going on pilgrimage are not the only retirement dreams we have. We want to spend time following our passion or travel around the world.

    One needs a financial plan that can not only help in maintaining current lifestyle but also help in leading a happy and secure retired life.

  • Who Should Invest?

    Everyone who wishes to have a rich retirement should consider investing in this scheme. Investors can choose from the four plans according to their age and risk appetite.

    * Above recommendation is based on suitability of investor’s age and risk appetite. This is for illustration purposes only. Investors should consult their financial advisors if in doubt about suitability of the plans.

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Scheme Features

  • Type of Scheme
    An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)
  • NFO Period
    Feb 07, 2019 to Feb 21, 2019
  • MICR Cheques, RTGS and transfer cheques
    Till end of business hours on Feb 21, 2019
  • Switches
    Switches from equity schemes and other schemes – Feb 21, 2019; Till cut off time (specified for switch outs in the source scheme)
  • Plans/Option
    ICICI Prudential Retirement Fund – Growth & Dividend;
    ICICI Prudential Retirement Fund – Direct Plan – Growth & Dividend
  • Minimum Application Amount
    `.5,000/- (plus in multiple of Re.1 thereafter)
  • Fund Manager(s)
    Equity portion – Mrinal Singh & Ashwin Jain
    Debt portion- Manish Banthia & Anuj Tagra
    Overseas investment – Ms. Priyanka Khandelwal
  • SIP
    Available during NFO & Ongoing offer period
  • SWP/ STP
    Available during NFO & Ongoing offer period

This product is suitable for investors who are seeking*:

Pure Equity Plan:

• Long term wealth creation
• An equity scheme that predominantly invests in equity and equity related securities

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Hybrid – Aggressive Plan:

• Long term wealth creation
• A Hybrid scheme that predominantly invests in equity and equity related securities and shall also invest in debt and other securities

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Hybrid – Conservative Plan:

• Medium to long term regular income
• A hybrid scheme that aims to generate regular income through investments primarily in debt and money market instruments and long term capital appreciation by investing a portion in equity

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Pure Debt Plan:

• All duration savings
• A debt scheme that invests in debt and money market instruments with a view to maximise optimum balance of yield, safety and liquidity.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
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