The ICICI Pru Nifty 500 Index Fund (IDCW Payout) is a passive investment option that seeks to replicate the performance of the Nifty 500 Index, providing exposure to a diverse range of Indian companies. Ideal for long-term investors looking for a low-cost, diversified portfolio, this fund helps you participate in the growth of the Indian economy. With its systematic approach and potential for capital appreciation, it is a smart choice for both new and seasoned investors.

Replicates Nifty 500 Index performance
Offers diversification across 500 companies
Ideal for long-term wealth creation
Low expense ratio for cost-effective investing
Suitable for both new and experienced investors

Investment Thesis

ICICI Pru Nifty 500 Index Fund offers a compelling investment opportunity due to its strong backing from the ICICI Group, a trusted name in Indian finance. The fund's focus on digital services positions it well for growth, while its attractive valuation compared to peers makes it an appealing choice for retail investors seeking long-term gains.

Strong promoter group: Backed by the reputable ICICI Group, ensuring credibility and trust.
Digital services growth: Positioned to benefit from the ongoing digital transformation in India.
Attractive valuation: Offers competitive pricing compared to peer funds, enhancing potential returns.
Diversified exposure: Invests in a broad range of sectors within the Nifty 500 index, reducing risk.
Long-term growth potential: Ideal for retail investors looking to build wealth over time.

Opportunity vs Risk

Opportunities

Diversified exposure to 500 companies
Low expense ratio for long-term gains
Potential for capital appreciation
Suitable for passive investors

Risks ⚠️

Market volatility affects returns
Limited control over individual stocks
Economic downturns impact performance
Interest rate changes may affect returns

Peer Perspective

ICICI Pru Nifty 500 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 500 Index Fund(IDCW Payout) • Updated: 2025-10-01 06:16:36

10

Business
High

The fund is invested in a diversified index, which provides exposure to various sectors, indicating a future-ready approach.
10

Growth
High

The index has shown consistent revenue and profit growth across its constituents.
10

Profitability
High

The underlying companies generally exhibit strong ROE and ROCE, with healthy cash flows.
8

Valuation
High

Valuation metrics like P/E and P/B are in line with peers, suggesting fair pricing.
7

Balance
High

The fund's underlying companies maintain a reasonable debt/equity ratio and good liquidity.
6

Governance
Good

Promoter holding is stable, with minimal pledging and good disclosure practices.
5

Drivers
Good

Growth drivers are present, but execution risks remain due to market volatility.
5

Technicals
Good

Market sentiment is neutral, with moderate liquidity and price action.

Final Score & Verdict

Score 68 / 100 • Decent

The ICICI Pru Nifty 500 Index Fund presents a decent investment opportunity with a balanced exposure to various sectors and consistent growth metrics, though some execution risks exist.