ICICI Prudential Large & Mid Cap Fund

Mutual Fund

ICICI Large & Mid Cap Fund

By Rajendra

Nov 10, 2022

Scheme Analysis

Category

Large & Mid Cap

Inception

Jul 9, 1998

Benchmark

Nifty LargeMid 250

AUM - 6,048 Cr

Fund Manager

Ihab Dalwai

ICICI Prudential Large & Mid Cap Fund

Fund can adopt a counter-cyclical approach to investing by remaining underweight in sectors to which larger market hold

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Investment Strategy

HDFC Bank

Bharti Airtel

ICICI Bank

SBI

NTPC

7.84

6.05

5.41

3.32

Total 25.94

From a top down perspective, the focus can be to generate alpha through active sectoral rotation.

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Investment Strategy

Bank

Information Technology

Finance

Top 5 Sector 22.29

8.70

8.16

8.11

7.41

Telecom

Pharma

From bottom up perspective, scheme can concentrate on business & economic fundamental seeking to identify companies

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Investment Strategy

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 30Sep. 2022

1 Year

3 Year

5 Year

Period

Returns

8.01%

20.99%

12.20%

Exit Load upto 1 month- 1%

As on 31 Oct. 2022

13,072

53,886

97,919

16.98%

28.04%

19.68%

Monthly SIP of 1,000

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