EQUITY FUNDS
Dynamic Plan - Equity Mutual Funds - ICICI Prudential

ICICI Prudential Dynamic Plan

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.

Investment Philosophy

This fund adopts a "Bottom-up" fundamental analysis strategy across market capitalizations on a diversified basis, to identify and pick its investments. The fund manager has the discretion to take aggressive or defensive asset calls, based on market conditions.

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.

This product is suitable for investors who are seeking* :

  • Long term wealth creation solution
  • A diversified equity fund that aims for growth by investing in equity and equity related securities and in debt and money market instruments for defensive considerations.

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


Key Features

Type

Open-ended Equity Fund

Plan

Regular & Direct

Options

Growth & Dividend

Default Option

Growth, Dividend re-investment is default sub-option

Application Amount

Rs.5000 (plus in multiples of Rs.1)

Min. Additional Investment

Rs.1000 (plus in multiples of Re.1)

Entry Load

Upfront commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors' assessment of various factors including the service rendered by the distributor.

Exit Load

• 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 - Nil.
• 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 - 1% of applicable Net Asset Value (NAV)
of the applicable Net Asset Value (NAV).
• 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 - NIL.
w.e.f 10-11-15

Redemption Cheques Issued

-

Minimum Redemption Amt.

Rs.500 (plus in multiples of Re.1)

Systematic Investment Plan

Monthly SIP: Rs. 1,000/- and in multiples of Re. 1/- minimum installments: 6,
Quarterly SIP: Rs. 5,000/- and in multiples of Re. 1/- Minimum installments: 4

Systematic Withdrawal Plan

Rs.500/- (plus in multiples of Re1/-)



Fund Manager

Sankaran Naren (Managing this fund since Feb, 2012 & Overall 23 years of experience) Atul Patel

 

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