In this special episode of Business Today TV, anchor Shailendra Bhatnagar takes a closer look at the ICICI Prudential Equity & Debt Fund, an aggressive hybrid fund that offers a cushion in today’s volatile markets. With a balanced approach combining equity, debt, and real estate, this fund aims to provide stability and growth, making it an attractive choice for investors navigating uncertain times.
Fund Details:
– *NAV*: ₹385.10/unit
– *AUM*: ₹39,886 Cr.
– *Equity Allocation*: 74.6%
– *Debt Allocation*: 21.33%
– *Real Estate*: 2.5%
– *Cash*: 1.5%
– *Launch*: November 1999
– *Return since Launch*: 15% CAGR
– *Number of Stocks*: 93
– *Top 10 Holdings*: 43.87%
– *Top 5 Stocks*: 28.00%
*Top Equity Holdings*:
– ICICI Bank
– HDFC Bank
– NTPC
– Maruti
– Bharti Airtel
– Sun Pharma
– ONGC
– Avenue Supermarts
– RIL
– Axis Bank
– L&T
– SBI
Whether you’re a seasoned investor or new to the world of mutual funds, this in-depth analysis will provide valuable insights into managing your portfolio during these turbulent times. Learn how ICICI Prudential Equity & Debt Fund might be a good fit for your investment strategy.
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Disclaimer: This video is for informational purposes only and does not constitute financial advice or stock recommendations. Please consult your financial advisor before making any investment decisions.