ICICI Prudential Dynamic Plan is a multi cap fund which invests in a balanced mix of equity and fixed income and money market securities. The allocation changes based on market conditions and exposure to equity decreases as markets become expensive.

Quick facts about the ICICI Prudential Dynamic Plan

  • Launch Year: 1999
  • Size of Fund: ~ 25,957 crores
  • Expense Ratio: 2.21 %
  • Minimum Investment: Rs 5000
  • Minimum SIP Investment: Rs 1000
  • Exit Load: 1% within 365 days

Performance of ICICI Prudential Dynamic Plan

  • Return Since Launch: ~ 15%
  • Return since last 10 years: ~ 12 %
  • Return since last 5 years: ~ 18%
  • Return since last 3 years: ~ 12%
  • Return since last 1 years: ~ 21%

What this essentially means is that this fund has given an average annual return of 12% every year over the last 9 years. If you had invested Rs 10,000 per month, your total savings of Rs 12 lakhs would have grown to Rs 29 lakhs. See chart data below from ValueResearchOnline.com


ICICI Prudential Dynamic Plan

SIP returns in ICICI Prudential Dynamic Plan


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