Presenting ICICI Prudential R.I.G.H.T Fund (Rewards of Investing and Generation of Healthy Tax Savings)

Recommended.

Not to be missed.

Investment of Rs. 1 lakh in ICICI Pru Growth Fund in 1998 is NOW 10 Lakhs.

Yet another opportunity from ICICI Pru MF.

With Warm regards
wealth4u
Shreerang Narawane

Cellphone +9967989933 / +9322644228

Dear Investor, In the current scenario as we see the market steadily improving, we as investors seek investment avenues that offer growth. However, keeping in mind the recent turmoil in the market, we know that growth is very important but not at the cost of stability. We thus find ourselves in a position of wanting to have a mix of both growth and stability in our portfolio. Presenting ICICI Prudential R.I.G.H.T. (Rewards of Investing and Generation of Healthy Tax Savings) Fund, a scheme which will predominantly invest in companies with large capitalization and emerging mid cap companies. The Fund seeks t o provide a balance between stability (with its focus on large cap companies) and growth (that the emerging mid cap companies offer). It thus presents itself as an ideal investment avenue for the investors. The additional feature of tax savings makes this a "must have" fund in one's portfolio.   Key Features of the Fund Large Cap Stocks Aim is to generate out-performance over an economic cycle, with potentially stable returns Large cap stocks demonstrate better resilience - growth & profitability are less dependent on economic cycles in case of large cap stocks. Low volatility in profits leads to low volatility in stock prices & hence offers potential for steady wealth creation. Emerging Mid Cap Stocks Companies that have the potential to become tomorrow's large caps. Lesser known stocks - thus it has better scope for out-performance. Stock selection focuses on stable emerging companies - thereby risk of failure would be low. Tax Advantage Amount invested in this fund is eligible for deduction from Taxable Income u/s80C of the Income Tax Act, 1961. Investment in equity assets over long term tends to give better risk adjusted return and the close ended nature along with bias towards large cap stocks will be able to leverage the same.   Use this opportunity and make the market changes work for you.    Statutory Details:ICICI Prudential Mutual Fund (the Fund) was set up as a Trust sponsored by Prudential plc (through its wholly owned subsidiary namely Prudential Corporation Holdings Ltd) and ICICI Bank Ltd. ICICI Prudential Trust Limited (the Trust Company), a company incorporated under the Companies Act, 1956, is the Trustee to the Fund. ICICI Prudential Asset Management Company Ltd (the AMC). a company incorporated under the Companies Act, 1956, is the Investment Manager to the Fund. ICICI Bank Ltd and Prudential Plc (acting through its wholly owned subsidiary namely Prudential Corporation Holdings Ltd) are the promoters of the AMC and the Trus t Company. Risk Factors : Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objectives of the Schemes will be achieved. As with any securities investment, the NAV of the Units issued under the Schemes can go up or down, depending on the factors and forces affecting the capital markets. Past performance of the Sponsors, AMC/Fund does not indicate the future performance of the Schemes of the Fund. The Sponsors are not responsible or liable for any loss resulting from the operation of the Schemes beyond the contribution of an amount of Rs.22.2 lacs, collectively made by them towards setting up the Fund and such other accretions and additions to the corpus set up by the Sponsors. Investment Objective: ICICI Prudential R.I.G.H.T. (Rewards of Investing and Generation of Healthy Tax Savings) Fund is a ten year close-ended equity linked savings scheme that seeks to generate long-term capital appreciation to unit-holders from a portfolio that is invested predominantly in equity and equity related securities of large capitalization companies and emerging mid cap companies along with income tax benefit. Asset Allocation Pattern: Equity & Equity related securities - 80% - 100%; Debt - 0% - 20%. The Scheme will invest in securitized debt upto 50% of debt portfolio only if it is permitted under the ELSS Guidelines in future. Terms of Issue: The units of the scheme can be subscribed at Rs. 10/- per unit during the New Fund Offer period subject to applicable load. Being a close ended debt fund the plan under the scheme will not reopen for subscriptions. Liquidity: Units of the scheme may be redeemed (subject to lock-in of 3 years) on every Business Day at NAV based prices subject to the prevailing load structure. Entry Load: (i) For Investments of less than Rs. 5 crores: 2.25% of applicable NAV (ii) For Investment of Rs. 5 crores and above: Nil; Exit Load: If redeemed within 2 years after completion of 3 years lock-in period: 2% of applicable NAV, Nil thereafter; Scheme Specific Risk Factors: Risk attached with equity • Risk attached with bonds. • Interest Rate Risk • Liquidity or Marketability Risk • Credit Risk • Reinvestment Risk • Regulatory Risk • Risks associated with investment in Foreign Securities • Risks attached with the use of derivatives • Risks associated with Investing in Securitised Debt For details on the Risk Factors, please refer to the SID. ICICI Prudential R.I.G.H.T. (Rewards of Investing and Generation of Healthy Tax Savings) Fund is only the name of the scheme and does not in any manner indicate either the quality of the scheme, its future prospects or returns. Investors in the scheme are not offered any guaranteed returns. For Scheme Information Document and Key Information Memorandum, contact your financial advisor or log onto www.icicipruamc.com or visit any of the branches of the AMC. Mutu al Fund Investments are subject to market risks. Please read the Statement of Additional Information & Scheme Information Document carefully before investing.