myplexus

NFO Monitor

Fund Fact

Name of Funds:

ICICI Prudential Energy Opportunities

Opening:

2nd July 2024

Closing:

16th July 2024

Minimum Investment:

Rs. 5,000/- plus in multiple of Re.1

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/switched out within 3 months from the date of allotment

Fund Stats

Objective:

The investment objective of the Scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to industries/sectors such as oil & gas, utilities and power.

Benchmark:

NIFTY ENERGY

Fund Manager:

Sankaran Naren, Nitya Mishra, Sharmila D'mello

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

SBI Energy Opportunities Fund	11.21(3M)	Not Available
Tata Resources & Energy Fund	15.83(6M)	43.26(1Y)

Fund Prognosis

Idea Distiller

Energy opportunities is becoming a strong buzzword. And many are drawn to investment ideas on this theme.

Fund House AAUM:
Rs 77743579.4 Lakhs (as on 30th June, 2024)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Definitely appealing but bootstrapping such a category which are covered in other indices/segments is a repeat activity. But looks attractive.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028