The ICICI Pru Nifty 200 Momentum 30 Index Fund is designed for investors seeking exposure to high-performing stocks in the Nifty 200 index. This fund focuses on momentum investing, targeting the top 30 stocks that exhibit strong price trends. Ideal for those looking to diversify their portfolio with a systematic investment approach, it aims to deliver potential long-term growth. With a disciplined strategy and a focus on quality, this fund is a solid choice for both new and seasoned investors.

Focuses on top 30 momentum stocks
Diversifies investment across sectors
Ideal for long-term growth seekers
Managed by a trusted financial institution
Regular income through IDCW payouts

Investment Thesis

ICICI Pru Nifty 200 Momentum 30 Index Fund stands out due to its strong backing from the reputable ICICI Group, ensuring credibility and trust. The fund is well-positioned to capitalize on the growing digital services sector, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it an appealing investment for retail investors seeking long-term gains.

Strong promoter group: Backed by the reputable ICICI Group, enhancing trust.
Digital services growth: Positioned to benefit from the expanding digital economy.
Attractive valuation: Offers competitive pricing compared to similar funds.
Momentum strategy: Focuses on high-performing stocks for potential higher returns.
Diversified exposure: Covers a broad range of sectors within the Nifty 200 index.

Opportunity vs Risk

Opportunities

Diversified exposure to top-performing stocks
Potential for high returns in momentum investing
Tax benefits on long-term capital gains
Growing interest in index funds
Strong historical performance of Nifty 200

Risks ⚠️

Market volatility affecting returns
Limited downside protection in downturns
Tracking error compared to index
Dependence on market momentum
Regulatory changes impacting fund operations

Peer Perspective

ICICI Pru Nifty 200 Momentum 30 Index Fund trades at a slight premium compared to peers like SBI Nifty Index Fund and HDFC Nifty 50 Index Fund; a sustained growth acceleration could trigger a rerating.

📊 Stock Investment Checklist (100 Points)

ICICI Pru Nifty 200 Momentum 30 Index Fund(IDCW Payout) • Updated: 2025-10-01 22:57:45

10

Business
High

The fund focuses on a diversified index which is future-ready with a clear model.
10

Growth
High

Consistent revenue and profit growth observed in underlying stocks.
10

Profitability
High

ROE and ROCE are above industry averages, indicating strong profitability.
8

Valuation
High

Valuation metrics are reasonable compared to peers, but some stocks are overvalued.
7

Balance
High

Strong balance sheet with low debt levels and good liquidity.
6

Governance
Good

Promoter holding is stable, but some concerns about disclosures.
5

Drivers
Good

Growth drivers are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to some valuation concerns.