ICICI Prudential Flexicap Fund Regular Growth

ISIN— INF109KC1080 

Overall analysis

It is a comparatively new fund in the market, it needs time to prove its consistency but till now its showing good, effective returns.

Performance analysis

It is comparatively a new fund and the performance of the fund is close to the median recently it has crossed the maximum line thus showing recovery. Though it needs time for the fund to perform and judge.

The snail trail chart shows it has outperformed the benchmark with a relatively lower risk.

The ownership zone is much broader and the centroid is placed in the “large growth” sector which explains they pick stocks mainly large growth-oriented stocks but they also have large balanced oriented stocks.

Style – It is highly growth-oriented as the exposure is more than value exposure.It is at its 5 yr historical range high.

Yield – It is generating a lower yield as we know a lower exposure to the yield factor indicates a lower yield for investors.

Momentum – It has higher exposure to momentum which means it has performed well recently. It is also seen it has performed better than the category of funds in this factor.

Quality – It is much below the category average, thus meaning like a low-quality firm.

Volatility – It is a non-volatile fund as the exposure was lower and thus fluctuation and change of price will be much less.

Liquidity – It means if the exposure is low then it will have a lower share turnover.

Size – This depicts the market capitalization of the fund. It’s exposure to large-size levels. But it is much higher in size as compared to the category average.



You must be logged in to post a comment.