ICICI Pru Exports & Services Fund(IDCW-Payout)

Ticker: mf15808
Decent 66/100

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Business Overview

ICICI Pru Exports & Services Fund (IDCW-Payout) is designed for investors seeking to capitalize on India's growing export and service sectors. This fund focuses on equity investments in companies that stand to benefit from global trade dynamics. It's ideal for those looking to diversify their portfolio while tapping into the potential of India's robust economic growth.

  • Focuses on export and service sectors
  • Ideal for long-term capital appreciation
  • Diversification benefits for investors
  • Managed by experienced professionals
  • Regular income through IDCW payouts

Investment Thesis

ICICI Pru Exports & Services Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. These factors position it well for long-term appreciation, making it an appealing choice for Indian retail investors.

  • Backed by ICICI Group, ensuring strong credibility and governance.
  • Digital services sector poised for exponential growth, enhancing revenue streams.
  • Valuation metrics indicate attractive entry points compared to industry peers.
  • Diversified portfolio reduces risk while capturing growth opportunities.
  • Strong historical performance reinforces investor confidence.

Opportunity vs Risk

Opportunities
  • Strong growth in export sector
  • Diversification in investment portfolio
  • Rising demand for services
  • Favorable government policies
  • Potential for high returns
Risks ⚠️
  • Market volatility impacts returns
  • Currency fluctuation risks
  • Regulatory changes affecting exports
  • Global economic slowdown
  • Competition from other funds

Peer Perspective

ICICI Pru Exports & Services Fund is currently trading at a premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A rerating could occur if it demonstrates consistent margin stability and growth acceleration.
📊 Stock Investment Checklist (100 Points)
ICICI Pru Exports & Services Fund(IDCW-Payout) • Updated: 2025-10-01 03:14:11
  • 10
    Business
    High
    The sector shows potential but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue growth has been inconsistent with fluctuating profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are average, with cash flow not consistently exceeding net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Growth drivers are limited, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows potential but is hindered by inconsistent growth and average profitability metrics. Caution is advised.