ICICI Pru Passive Strategy Fund
Ticker: mf13562
Risky
48/100
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Business Overview
ICICI Pru Passive Strategy Fund is designed for investors seeking a low-cost, diversified investment option that tracks market indices. Ideal for those who prefer a hands-off approach to investing, this fund aims to deliver returns in line with the broader market performance. It matters because it allows investors to participate in India's growth story with minimal management fees and risks associated with active fund management.
- Low-cost investment option
- Diversified exposure to market indices
- Ideal for passive investors
- Transparency in fund management
- Potential for steady long-term growth
Investment Thesis
ICICI Pru Passive Strategy Fund stands out due to its strong backing from the reputable ICICI Group, ensuring credibility and trust. With the growing demand for digital investment services, this fund is well-positioned to capitalize on the trend. Its attractive valuation compared to peers makes it a compelling choice for retail investors seeking long-term growth.
- Strong promoter group with ICICI's established reputation.
- Significant growth potential in digital investment services.
- Attractive valuation relative to competing funds.
- Robust performance history enhancing investor confidence.
- Diversification benefits through passive investment strategies.
Opportunity vs Risk
Opportunities
- Diversified investment across multiple sectors
- Low expense ratio compared to peers
- Potential for steady long-term returns
- Increased market penetration in India
Risks ⚠️
- Market volatility affecting returns
- Limited historical performance data
- Regulatory changes impacting operations
- Economic downturns may reduce inflows
Peer Perspective
ICICI Pru Passive Strategy Fund trades at a slight premium compared to peers like Nippon India Passive Fund and HDFC Index Fund. A rerating may occur if it demonstrates consistent margin stability and growth acceleration.
📊 Stock Investment Checklist (100 Points)
ICICI Pru Passive Strategy Fund • Updated: 2025-09-29 13:43:30
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10BusinessHighThe passive strategy fund operates in a competitive sector with limited differentiation.
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10GrowthHighRevenue growth has been consistent, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are acceptable, but cash flow generation is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is strong, but there are concerns about transparency.
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6DriversGoodGrowth drivers are present, but execution risks remain high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The fund shows potential but carries significant risks due to market conditions and execution challenges.