Watch asset allocation in the current market turmoil, ICICI Prudential AMC’s Chintan Haria told Anil Singhvi; recommends these funds to investors

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Investors who have focused on asset allocation need not worry too much amid the current market turmoil and should see if their existing investments have a 4-5 year horizon, said Chintan Haria, Head Products & Strategy, ICICI Prudential AMC Ltd, to Anil, Zee Business Editor. Singhvi in ​​an exclusive chat.

He said that in any new investment, investors need to be careful about asset allocations.

Mutual funds are considered safer and offer higher returns than a fixed deposit, Haria said.

However, the challenge is choosing the right mutual fund, he said.

To help you make an informed decision, he gives some useful tips for investors.

ICICI Prudential Balanced Advantage Fund

The program aims to provide capital appreciation and income distribution to investors using equity derivative strategies, arbitrage opportunities and pure equity investments.

Release date: January 1, 2013

AT M : 38,544 Cr (as of 31-Jan-2022)

Main titles

ICICI Bank 5.64%

Trust Industries 5.32%

Infosys 5.68%

HDFC Bank 3.99%

Bharti Airtel 2.78%

The returns offered are as follows:-

For a period of 1 year – 7.89%

For a period of 3 years – 12.19%

For a period of 5 years – 11.06%

Back from launch – 12.75%

ICICI Prudential Bluechip Fund

The program aims to generate long-term capital appreciation and distribution of income to investors from a portfolio primarily invested in equity and equity-related securities of large capitalization companies.

Release date: January 1, 2013

AT M : 31,272 Cr

Main titles

ICICI Bank 10.04%

HDFC Bank 7.78%

Infosys 6.63%

trust industry 6.15%

Axis Bank 5.68%

The returns offered are as follows:-

For a period of 1 year – 11%

For a period of 3 years – 15.15%

For a period of 5 years – 13.54%

Back from launch – 14.65%

ICICI Prudential Value Discovery Fund

The program aims to generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks.

Release date: January 1, 2013

AT M : 23,035 Cr

Main titles

NTPC 8.63%

Sun Pharma 7.61%

Bharti Airtel 6.70%

Mahindra and Mahindra 5.39%

CGSB 5%

The returns offered are as follows:-

For a period of 1 year – 23.43%

For a period of 3 years – 20.54%

For a period of 5 years – 2:40 p.m.

For a period of 7 years – 11.55%

Back from launch – 17.64%

For more details, watch the full video here:-

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