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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – ICICI Prudential Dynamic Plan

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Fund Name: ICICI Pru Dynamic Plan (G)

Ranked #1 by CRISIL

Category: Diversified Equity

Expense Ratio: 2.24%

Risk Level: Low

Benchmark: CNX Nifty

Objective: To generate capital appreciation by actively investing in equity/ equity related securities. For defensive considerations, the Scheme may invest in debt, money market instruments, to the extent permitted under the Regulations. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above so as to maximize the returns.

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Returns (Annualized)

1-Year3-Year5-Year
12.35%7.51%22.64%

Our Review

ICICI prudential dynamic plan (G) has made its inception in the year 2002. Since inception, it has given returns of 26.05% annualized. It has managed to beat the benchmark index comprehensively in the 1, 3 and 5 year returns category.

Top 5 holdings of the fund include Infosys, Power Grid Corp, HDFC bank, ICICI bank and NMDC. The fund invests more than 80% of the amount into equities. The fund is perfect for those looking for long term capital growth through investment in equities.

Invest now

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