#ICICIPrudential #ActiveMomentumFund #NFOalert #MomentumInvesting #EquityScheme #InvestSmart #Nifty500 #EarningsMomentum #PriceMomentum
Chandigarh — In an exciting development for India’s equity investors, ICICI Prudential Mutual Fund has introduced the ICICI Prudential Active Momentum Fund, an open-ended equity scheme that aims to harness price and earnings momentum across the Indian stock market. Designed for investors keen on following trends backed by market fundamentals, the fund seeks to deliver superior returns by blending technical triggers with earnings upgrades.
🗓️ New Fund Offer (NFO) Details
-
Launch Date: Today (July 8, 2025)
-
NFO Closes On: July 22, 2025
-
Benchmark: Nifty 500 TRI (Total Return Index)
-
Minimum Investment: ₹5,000 (₹1,000 for additional investments)
-
Exit Load: 1% if redeemed within 12 months; no exit load thereafter
The scheme is designed to accommodate both first-time investors and those looking to incrementally build their portfolio, with a low hurdle to start and flexibility in follow-on contributions.
🧠 Fund Strategy: Where Technical Meets Fundamental
Co-managed by:
-
Manasvi Shah (Domestic equity portfolio lead)
-
Sharmila D’Silva (Overseas investments specialist)
The fund’s core philosophy revolves around the fusion of technical and fundamental signals to select stocks. Its strategy includes:
-
Earnings Momentum: Targeting companies with upward earnings revisions, positive cash flow trends, and improved analyst sentiment.
-
Price Momentum: Identifying stocks with sustained upward price trends, leveraging indicators like moving averages, relative strength, and pattern breakouts.
-
Sector Rotations: The fund remains nimble, with the flexibility to rotate across sectors and market-cap baskets, aiming to capture cyclical and structural trends.
-
Portfolio Construction: A combined top-down and bottom-up methodology—selecting sectors with favorable momentum, then zooming into companies with strong earnings upgrades and stock price performance.
This methodology allows the fund to adapt to changing market regimes, rotating from value to growth, mid-cap to large-cap, or domestic to global exposures as needed.
🗣️ What the CIO Says
Sankaran Naren, Executive Director & Chief Investment Officer, ICICI Prudential AMC, commented:
“The fund takes a fundamental approach to momentum by combining earnings momentum with price momentum. India’s equity markets offer diverse sectoral and stock‑specific trends, and this scheme seeks to capture those across market cycles.”
He emphasized that momentum investing is more effective when reinforced with earnings performance and fundamental strength, not just technical signals.
🎯 Key Features & Differentiators
-
Hybrid Momentum Strategy: By overlaying earnings with price momentum, the fund aims to avoid momentum traps in stocks that simply trade higher on hype.
-
Flexible Investment Canvas: Unlike traditional equity funds, this strategy can pivot across mega-, large-, mid-, and small-caps, including global equities, based on relative momentum.
-
Experienced Management: Manasvi Shah brings technical market expertise, while Sharmila D’Silva adds overseas market insights—a synergy meant to enhance effectiveness.
-
Defined Exit Load: A 1% charge for redemptions within a year encourages long-term holding and ensures stability in fund flows.
🏆 Who Should Consider This Fund?
The fund is tailored for investors who:
-
Seek superior returns by tracking momentum trends, but want that underpinned by strong fundamentals.
-
Are comfortable with active management and portfolio agility.
-
Prefer a multi-cap and multi-style approach, spanning domestic and international equities.
-
Want professional guidance in capturing market trends while controlling downside through disciplined stock selection.
📈 Market Context: Why Momentum Now?
-
Volatility in global markets, rising inflation, and shifting monetary policies have fueled the emergence of strong stock-specific trends.
-
Earnings recovery across sectors—from financials to discretionary and industrials—are creating momentum pockets that can be exploited.
-
As India’s stock market expands in depth and breadth—with more mid and small-cap stories—momentum strategies backed by fundamental strength become increasingly relevant.
This fund capitalizes on these macro and structural developments, enabling investors to benefit from robust, sustainable alpha generation.
📝 Fund Summary Table
| Feature | Details |
|---|---|
| Scheme Name | ICICI Prudential Active Momentum Fund |
| Fund Type | Open-ended equity scheme |
| Benchmark | Nifty 500 Total Return Index |
| NFO Period | July 8 – July 22, 2025 |
| Minimum Investment | ₹5,000 (+ ₹1,000 top-up) |
| Exit Load | 1% within 12 months, nil after |
| Co-Managers | Manasvi Shah, Sharmila D’Silva |
| Strategy | Price + Earnings Momentum |
| Sector & Market Cap Flexibility | Multi-cap, global segment exposure |
🔖 Hashtags for Social Amplification
#ICICIPrudential #ActiveMomentumFund #NFOalert #MomentumInvesting #EquityScheme #InvestSmart #Nifty500 #EarningsMomentum #PriceMomentum #MultiCapFund #ActiveFund #GrowthStrategy #InvestmentOpportunity #FinancialMarkets #WealthBuilding #NewFundOffer #IndianEquities #StockMarketTrends #LongTermInvesting #ExitLoad #InvestorEducation #MutualFundsIndia #ABCFunds #TopDownBottomUp #FundLaunch #PortfolioStrategy #FundNews
