Академический Документы
Профессиональный Документы
Культура Документы
March 2019
interest rate hikes weak economic cues from US and China S&P BSE BANKEX index fell 2.29% due to decline in the
also dampened investors mood. index majors.
Rising hopes of US-China trade truce after the US President Defensive counters such as FMCG and healthcare also ended
Donald Trump said he would delay a planned tariff hike on lower;
Chinese imports thanks to progress in trade talks and also S&P BSE FMCG index and S&P BSE Healthcare index fell
seal a deal if the progress continued between two countries 2.26% and 0.87%, respectively.
S&P BSE Auto index was the top gainer – up 1.68% due to
Sectoral Impact: Most of the S&P BSE sectoral indices ended buying in few auto stocks on upbeat January sales data.
lower in February 2019. S&P BSE Realty index rose 1.23% after GST council cut the
Power and PSU stocks saw heavy selling pressure. tax rate on under-construction properties to 5% from 12%
S&P BSE Power index and S&P BSE PSU index fell 2.78% and and on affordable homes to 1% from 8% earlier effective
2.43%, respectively. from April 1, 2019.
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Equity valuation index is calculated by assigning equal weights to Price to equity (PE), Price to book (PB), G-Sec*PE and Market Cap to Gross
Domestic Product (GDP)
Equity Update
March 2019
Our Recommendations
Our recommendations for various investor types are as follows:-
Long Term Horizon – SIPs/STPs in Mid and Small Cap schemes
Underweight On Equity – Large and Multi Cap schemes
Moderately invested in equities – Asset Allocation schemes
For existing investors, continue with their SIPs in pure equity schemes.
None of the aforesaid recommendations are based on any assumptions. These are purely for reference and the investors are requested to
consult their financial advisors before investing.
Equity Update
March 2019
*Investors should consult their financial advisers if in doubt about whether the product
is suitable for them.
ICICI Prudential Large & Mid Cap Fund is suitable for investors who are seeking*:
*Investors should consult their financial advisers if in doubt about whether the product
is suitable for them.
ICICI Prudential Value Discovery Fund is suitable for investors who are seeking*:
ICICI Prudential Multicap Fund is suitable for investors who are seeking*:
ICICI Prudential Multi-Asset Fund is suitable for investors who are seeking*:
*Investors should consult their financial advisers if in doubt about whether the product
is suitable for them.
ICICI Prudential Regular Savings Fund is suitable for investors who are seeking*:
Medium to Long term regular income solution
A hybrid fund that aims to generate regular income through investments
primarily in debt and money market instruments and long term capital
appreciation by investing a portion in equity.
*Investors should consult their financial advisers if in doubt about whether the product
is suitable for them.
ICICI Prudential Midcap Fund is suitable for investors who are seeking*:
Long term wealth creation
An open-ended equity scheme that aims for capital appreciation by investing in
diversified mid cap companies.
*Investors should consult their financial advisers if in doubt about whether the product
is suitable for them.
ICICI Prudential Smallcap Fund is suitable for investors who are seeking*:
Long term wealth creation
An open ended equity scheme that seeks to generate capital appreciation by
predominantly investing in equity and equity related securities of small cap
companies.
*Investors should consult their financial advisers if in doubt about whether the product
is suitable for them.
ICICI Prudential Banking & Financial Services Fund is suitable for investors who are
seeking*:
Long Term Wealth Creation
An open-ended equity scheme that predominantly invests in equity and equity
related securities of companies engaged in banking and financial services.
*Investors should consult their financial advisers if in doubt about whether the product
is suitable for them.
ICICI Prudential Infrastructure Fund is suitable for investors who are seeking*:
Long Term Wealth Creation
An open-ended equity scheme that aims for growth by primarily investing in
companies belonging to infrastructure and allied sectors
*Investors should consult their financial advisers if in doubt about whether the product
is suitable for them.
ICICI Prudential Asset Allocator Fund is suitable for investors who are seeking*:
Long Term Wealth Creation
An open ended fund of funds scheme investing in equity oriented schemes,
debt oriented schemes and gold ETFs/ schemes.
*Investors should consult their financial advisers if in doubt about whether the product
is suitable for them.
ICICI Prudential India Opportunities Fund is suitable for investors who are seeking*:
Long Term Wealth Creation
An equity scheme that invests in stocks based on special situations theme.
*Investors should consult their financial advisers if in doubt about whether the product
is suitable for them.
Equity Update
March 2019
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
In the preparation of the material contained in this document, the AMC has used information that is publicly available, including information
developed in-house. Information gathered and material used in this document is believed to be from reliable sources. The Fund however does
not warrant the accuracy, reasonableness and/or completeness of any information. For data reference to any third party in this material no
such party will assume any liability for the same. All recipients of this material should before dealing and or transacting in any of the products
referred to in this material make their own investigation, seek appropriate professional advice and carefully read the scheme information
document. We have included statements in this document, which contain words, or phrases such as "will", "expect", "should", "believe" and
similar expressions or variations of such expressions that are "forward looking statements". Actual results may differ materially from those
suggested by the forward looking statements due to risk or uncertainties associated with our expectations with respect to, but not limited to,
exposure to market risks, general economic and political conditions in India and other countries globally, which have an impact on our
services and / or investments, the monitory and interest policies of India, inflation, deflation, unanticipated turbulence in interest rates, foreign
exchange rates, equity prices or other rates or prices, the performance of the financial markets in India and globally, changes in domestic and
foreign laws, regulations and taxes and changes in competition in the industry. All data/information used in the preparation of this material is
dated and may or may not be relevant any time after the issuance of this material. The AMC takes no responsibility of updating any
data/information in this material from time to time. he AMC (including its affiliates), the Fund and any of its officers directors, personnel and
employees, shall not liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, special, exemplary,
consequential, as also any loss of profit in any way arising from the use of this material in any manner. The recipient alone shall be fully
responsible/are liable for any decision taken on the basis of this material.