ICICI Pru Equity & Debt Fund(G)-Direct Plan
This fund ranks 1st out of 29 funds in its category.
Strengths and Weaknesses
The fund has a strong track record of delivering high risk-adjusted returns.
Limiting losses during market downturns is a key feature of this fund's risk management strategy.
Ability to significantly outperform benchmark returns.
Under debt allocation, the fund has a relatively low modified duration indicating it is less affected by changes in market interest rates, suggesting lower risk for the fund.
Under the debt allocation, the fund has potential for higher returns due to its high Net Yield to Maturity (YTM).
High expense ratio compared to its category average.
Under debt allocation, the fund holds low quality bonds and securities or maintains a concentrated portfolio.
Who should invest?
Individuals in pursuit of a predominantly equity oriented fund with a limited allocation to debt (20% to 35%) for longterm wealth creation may discover this fund as a suitable choice.
Who should avoid?
Conservative investors in search of a less volatile fund should avoid this fund.
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
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