ICICI Prudential Equity Savings Fund
Conservative equity exposure with stability
A hybrid fund that balances three strategies — equity (~20%), arbitrage (~30-35%), and debt (~30-35%) — to deliver equity-like returns with lower volatility. Ranked #1 out of 12 funds in the equity savings category.
Quick Facts
Minimum Investment
₹5,000
Target Return
7-9% p.a.
Horizon
1-3 years
Risk Level
Why This Product
Three-pillar strategy: equity + arbitrage + debt
Ranked #1 in equity savings category
Taxed like equity (better than FD taxation)
Lower volatility than pure equity funds
How to Invest
Complete KYC through CAMS / KFintech or your existing mutual fund account
Choose Direct or Regular plan based on advisory preference
Invest via lump sum or SIP (minimum ₹1,000/month SIP)
Units allotted at applicable NAV on T+1 basis
Track portfolio through AMC app, CAMS, or MF Central
Risk Factors
Equity component subject to market volatility
Arbitrage spreads may compress in low-volatility markets
Debt component carries credit risk on underlying bonds
Key Documents
Scheme Information Document (SID)
Full fund details, asset allocation, and risk factors
Key Information Memorandum (KIM)
Summary of fund features and charges
Monthly Factsheet
Latest portfolio, performance, and sector allocation
Request documents from your advisor or contact us on WhatsApp.
Fees & Charges
Regulatory
Eligibility & Access
Tax Treatment
Taxed as equity — LTCG 12.5% above ₹1.25L
Best Suited For
Investors seeking FD-beating returns with equity taxation benefits
Ready to Explore ICICI Prudential Equity Savings Fund?
Speak with an advisor who can walk you through the details and how this fits your portfolio.
ARN-189009 · Investments are subject to market risks. Past performance is not indicative of future returns.