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Dynamic Plan | Equity Mutual Funds - ICICI Prudential Mutual Fund

ICICI Prudential Dynamic Plan

Medium term investment of funds having potential for capital appreciation by managing cash and equity portfolio.

ICICI Prudential Dynamic Plan is an Open-ended Diversified Equity Fund that aims to make the most of market changes. Given the dynamic nature of the markets, the fund has the ability to attack by taking aggressive asset calls in equity and equity related securities. On the flip side it may also adopt a defensive strategy by investing in debt, money market instruments and derivatives as and when markets get overvalued.

Schemes - ICICI Prudential Dynamic Plan

  • Real Time NAV

  • Closing NAV

     

Investment Philosophy

To generate capital appreciation by actively investing in equity and equity related securities. For defensive considerations, the Scheme may invest in debt, money market instruments and derivatives. The investment manager will have the discretion to take aggressive asset calls i.e. by staying 100% invested in equity market/equity related instruments at a given point of time and 0% at another, in which case, the fund may be invested in debt related instruments at its discretion.

Key Features

Key Benefits

  • It could be an ideal product in a volatile environment as it has the agility, aimed at capturing upside opportunities in the market across market capitalizations.
  • On the flip side, it has the ability to switch to cash; thus seeking to limit the downside, in case stock markets get into an overvalued position.

Who should invest?

  • Long term wealth creation solution
  • A diversifed equity fund that aims for growth by investing in equity and debt (for defensive considerations)
Scheme Features
Type Open Ended Diversified Equity Fund
Underlying
ISIN
NSE Symbol & BSE Scrip ID
BSE Scrip Code
Pricing
Application size - Directly with AMC
Application size through NSE & BSE
Entry Load Not Applicable
Exit Load • Nil - If units purchased or switched in from another scheme of the Fund are redeemed or switched out upto 10% of the units within 1 Year from the date of allotment
• 1% of applicable Net Asset Value (NAV)- If units purchased or switched in from another scheme of the Fund are redeemed or switched out more than 10% of units within 1 Year from the date of allotment
• Nil - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 Year from the date of allotment
(w.e.f 10-11-16)
Authorized Participant

Fund Manager

Mr. Sankaran Naren, Mr. Ihab Dalwai

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