ICICI Pru Nifty50 Value 20 Index Fund

The ICICI Pru Nifty50 Value 20 Index Fund is a mutual fund designed to track the performance of the Nifty50 Value 20 Index, which comprises 20 fundamentally strong companies. Ideal for investors seeking long-term capital appreciation, this fund offers a diversified approach to value investing. By focusing on undervalued stocks, it aims to deliver consistent returns while minimizing risks. With professional management and a transparent investment strategy, it is well-suited for both new and seasoned investors looking to enhance their portfolios.

Tracks Nifty50 Value 20 Index for optimal performance
Focuses on fundamentally strong, undervalued companies
Ideal for long-term capital appreciation
Diversified investment reduces risk exposure
Managed by experienced professionals
Transparent investment strategy for investor confidence

Investment Thesis

ICICI Pru Nifty50 Value 20 Index Fund stands out due to its strong backing from the reputable ICICI Group, ensuring credibility. With a growing focus on digital services and an attractive valuation compared to peers, this fund presents a compelling investment opportunity for retail investors seeking long-term growth.

Backed by the trusted ICICI Group, enhancing credibility and investor confidence.
Significant growth potential in digital services aligns with market trends.
Attractive valuation compared to peer funds, offering potential for higher returns.
Focus on value investing in top Nifty50 companies ensures robust portfolio.
Ideal for investors seeking a balanced approach to growth and stability.

Opportunity vs Risk

Opportunities

Diversified exposure to Nifty50 stocks
Potential for long-term capital appreciation
Low expense ratio compared to peers
Suitable for retirement planning
Tax benefits under Section 80C

Risks ⚠️

Market volatility affecting returns
Limited historical performance data
Sector concentration risks
Economic downturn impact
Regulatory changes in mutual funds

Peer Perspective

ICICI Pru Nifty50 Value 20 Index Fund trades at a slight premium compared to peers like SBI Nifty Index Fund and HDFC Nifty 50 ETF. A sustained growth acceleration could trigger a positive rerating.

📊 Stock Investment Checklist (100 Points)

ICICI Pru Nifty50 Value 20 Index Fund • Updated: 2025-09-29 13:42:30

10

Business
High

The fund is invested in a diversified portfolio of value stocks, which are generally in sectors with growth potential.
10

Growth
High

The fund has shown consistent revenue and profit growth, aligning with the Nifty50 index performance.
10

Profitability
High

The underlying stocks exhibit healthy ROE and ROCE, with positive cash flow.
8

Valuation
High

Valuation metrics like P/E and P/B are reasonable compared to peers, but some stocks may be overvalued.
7

Balance
High

The fund maintains a strong balance sheet with low debt levels and adequate liquidity.
6

Governance
Good

Promoter holding is stable, but there are concerns regarding transparency in disclosures.
5

Drivers
Good

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

Technicals
Good

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

Final Score & Verdict

Score 68 / 100 • Decent

The ICICI Pru Nifty50 Value 20 Index Fund presents a decent investment opportunity with a balanced approach to value investing, though caution is advised due to market volatility and execution risks.