ICICI Pru ESG Exclusionary Strategy Fund
Ticker: mf12998
Decent
68/100
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Business Overview
The ICICI Pru ESG Exclusionary Strategy Fund is a unique investment option designed for socially conscious investors in India. It focuses on companies that adhere to Environmental, Social, and Governance (ESG) principles while excluding those involved in harmful activities. This fund is ideal for individuals looking to align their investments with their values, promoting sustainability and ethical practices. By choosing this fund, investors contribute to a positive impact on society and the environment while aiming for potential financial returns.
- Focuses on ESG-compliant companies
- Excludes firms involved in harmful activities
- Aligns investments with personal values
- Promotes sustainability and ethical practices
- Ideal for socially conscious investors
- Aims for potential financial returns
Investment Thesis
ICICI Pru ESG Exclusionary Strategy Fund stands out due to its robust promoter group, a strong reputation in the financial sector, and a growing focus on digital services. With attractive valuations compared to peers, this fund presents a compelling investment opportunity for retail investors seeking sustainable and responsible investment options.
- Backed by ICICI Group, a trusted name in finance.
- Focus on ESG principles aligns with global sustainability trends.
- Significant growth potential in digital financial services.
- Attractive valuation metrics compared to similar funds.
- Strong track record in fund management and performance.
Opportunity vs Risk
Opportunities
- Growing demand for ESG investments
- Strong brand reputation in India
- Potential for high long-term returns
- Government support for sustainable funds
Risks ⚠️
- Market volatility affecting returns
- Regulatory changes impacting ESG criteria
- Competition from other funds
- Economic downturns affecting investments
Peer Perspective
ICICI Pru ESG Exclusionary Strategy Fund trades at a premium compared to peers like HDFC ESG Fund and SBI ESG Fund. A rerating could occur with sustained growth in AUM and improved margin stability.
📊 Stock Investment Checklist (100 Points)
ICICI Pru ESG Exclusionary Strategy Fund • Updated: 2025-09-29 14:48:46
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10BusinessHighThe fund focuses on sectors with sustainable practices, indicating a future-ready approach.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
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8ValuationHighValuation metrics are slightly above peers, suggesting a premium.
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7BalanceHighDebt levels are manageable, with good liquidity ratios.
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6GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The ICICI Pru ESG Exclusionary Strategy Fund shows decent potential with a focus on sustainable sectors, but it faces some execution risks and valuation concerns.