ICICI Pru LT Wealth Enhancement Fund

Ticker: mf13895
Decent 48/100

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Business Overview

ICICI Pru LT Wealth Enhancement Fund is a long-term investment scheme designed to help investors grow their wealth over time. Ideal for those looking to build a robust financial future, this fund focuses on capital appreciation through a diversified portfolio. It matters because it offers a balanced approach to investing, catering to both risk-averse and growth-oriented individuals. With professional management and a strong track record, this fund aims to provide consistent returns and financial security.

  • Long-term wealth creation
  • Diversified investment strategy
  • Professional fund management
  • Suitable for various risk profiles
  • Focus on capital appreciation

Investment Thesis

ICICI Pru LT Wealth Enhancement Fund stands out due to its strong promoter backing, robust digital service growth potential, and attractive valuation compared to peers. This positions the fund as a compelling choice for investors seeking long-term wealth creation.

  • Strong backing from ICICI Group enhances credibility and trust.
  • Significant growth in digital services aligns with evolving investor preferences.
  • Attractive valuation offers a competitive edge over similar funds.
  • Proven track record of performance boosts investor confidence.
  • Focused strategy on wealth enhancement caters to long-term goals.

Peer Perspective

ICICI Pru LT Wealth Enhancement Fund trades at a slight premium compared to peers like HDFC Life and SBI Life. A sustained improvement in margin stability could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
ICICI Pru LT Wealth Enhancement Fund • Updated: 2025-09-29 13:40:16
  • 10
    Business
    High
    The fund operates in a sector with potential but faces competition.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is fluctuating.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks are notable.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential for growth but carries certain risks that need to be monitored.