Icici Prudential Asset Management Company Ltd. · NSE:ICICIAMC
Icici Prudential Asset Management — Investor Presentation (July 2025)
51 slides from Icici Prudential Asset Management's investor presentation, Jul 18, 2025
Slide 1: Invest today to define your financial freedom tomorrow
Invest today to define your financial freedom tomorrow. ICICI Prudential Freedom SIP (the Facility) including the default monthly SWP payouts do not guarantee, assure, promise or indicate fixed returns/performance of any schemes of ICICI Prudential Mutual Fund or under SIP or of the withdrawal under t
Slide 2: To Discover Yourself
TO DISCOVER YOURSELF 2
Slide 3: To Travel the World
TO TRAVEL THE WORLD Map not to scale. This map has been used for design and representational purpose only, it does not depict the geographical boundaries of the country. These do not conform to the external boundaries of India recognized by the Survey of India 3
Slide 4: To Live Your Dreams
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Slide 5: To Retire Early
ICICI Prudential FREEDOMSIP TO RETIRE EARLY
Slide 6: We are always looking for FREEDOM
We are always looking for FREEDOM To To To To LIVE TRAVEL DECIDE follow your the life we the world when to PASSION imagined anytime retire 6
Slide 7: If you don't find a way to make money while you sleep
If you don't find a way to make money while you sleep, you will work until you die. Warren Buffett 7
Slide 8: How about a feature that provides secondary cash flow?
So… How about a feature that provides secondary cash flow? 8
Slide 9: Presenting ICICI Prudential Freedom SIP
PRESENTING Note: Freedom SIP mentioned henceforth means ICICI Prudential Freedom SIP ICICI Prudential Freedom SIP (the Facility) including the default monthly SWP payouts do not guarantee, assure, promise or indicate fixed returns/performance of any schemes of ICICI Prudential Mutual Fund or under S
Slide 10: Why Do You Need Financial Freedom? Young College Pass-out
Why Do You Need Financial Freedom? Young College Pass-out Fear of not having cash flows and being financially dependent on parents. Stable cash flows but there is still emptiness. Dream of Pursuing Opted for Corporate Life as Non- Conventional Career it gave financial stability The above is for refe
Slide 11: Why Do You Need Financial Freedom? Working Professional
Why Do You Need Financial Freedom? Working Professional Child’s School Fees, EMIs, Utility bills, Monthly Expenses. Dream of working on own terms is unfulfilled. Dream of being Does not wish to lose entrepreneur financial stability The above is for reference only, this feature does not provide guara
Slide 12: Why Do You Need Financial Freedom? Working Professional with grown up children
Why Do You Need Financial Freedom? Working Professional with grown up children Supporting children till they are financially secure. Financial support to next generation compromises your aspirations. Early Retirement Worried about legacy planning The above is for reference only, this feature does no
Slide 13: Why Do You Need Financial Freedom? Nearing retirement
Why Do You Need Financial Freedom? Nearing to retirement Living the dream life after retirement. Walking extra mile due to shortfall in retirement kitty. Dream of peaceful Haven’t planned retirement for golden years. The above is for reference only, this feature does not provide guarantee of future
Slide 14: You can choose to retire in how many years
Decide: When do you want to live your Dream life? YOU CAN CHOOSE TO RETIRE IN HOW MANY YEARS 14
Slide 15: You can choose to retire in how many years
Decide: When do you want to live your Dream life? YOU CAN CHOOSE TO RETIRE IN HOW MANY YEARS 15
Slide 16: Decide Your Secondary cash flows through ICICI Prudential Freedom SIP
Decide Your Secondary cash flows through- ICICI Prudential Freedom SIP Monthly Default monthly SWP Amount in case no SIP Tenure SIP Amount SWP amount is mentioned by the investor Default monthly SWP amount in case no ₹ 10,000 8,9 Years SWP amount is mentioned ₹ 10,000 by the investor ₹ 10,000 10, 11
Slide 17: How does Freedom SIP work?
How does Freedom SIP work? Switch to Target Scheme Grow Your Wealth through SIP Reap Your Monthly Cash flow through SWP SIP = Systematic Investment Plan, SWP = Systematic Withdrawal Plan. ICICI Prudential Freedom SIP (the Facility) including the default monthly SWP payouts do not guarantee, assure,
Slide 18: ICICI Prudential Freedom SIP: Choose Your SWP Amount
ICICI Prudential Freedom SIP Between 8 to 30 years (8, 9, 10, 11,12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29 and 30) Choose Your SWP Amount* 04 *The investor may select any SWP Amount. Default monthly SWP amount will be applicable in case no SWP amount is mentioned by the
Slide 19: Introducing The SIP of a Young Investor
Introducing “The SIP of a Young Investor" Invest ₹ 24,000 Yearly in an equity scheme Withdraw your desired amount after completion of SIP period. JANUARY FEBRUARY MARCH APRIL Default Withdrawal Amount ₹ 2,000 ₹ 2,000 ₹ 2,000 ₹ 2,000 would be ₹ 24,000 Monthly* MAY JUNE JULY AUGUST ₹ 2,000 ₹ 2,000 ₹ 2
Slide 20: List of Eligible Schemes
List of Eligible Schemes ICICI Prudential Freedom SIP schemes eligible for Systematic ICICI Prudential Freedom SIP schemes eligible for Systematic Investment Plan (SIP) registrations Withdrawal Plan (SWP) registrations Option 1 - SWP Scheme should be same as SIP scheme ICICI Prudential ELSS Tax Save
Slide 21: List of Eligible Schemes
List of Eligible Schemes ICICI Prudential Freedom SIP schemes eligible for Systematic ICICI Prudential Freedom SIP schemes eligible for Systematic Investment Plan (SIP) registrations Withdrawal Plan (SWP) registrations Option 4 - SWP Scheme can any one of the four below listed schemes OR same as SIP
Slide 22: Illustration
Illustration Monthly SIP Investment Market Value of Default monthly SWP amount % of Amount Years in case no SWP amount is withdrawn annually Installment (Rs) in an Amount (Rs) SIP@ 12.42% XIRR^ equity scheme mentioned by the investor* as SWP 8 10,000 9,60,000 15,82,282 10,000 7.58% 10 10,000 12,00,0
Slide 23: Freedom SIP: Scheme Illustration of a 10 Year SIP
Freedom SIP: Scheme Illustration 1 of a 10 Year SIP in an equity scheme The above assumes that Investor has not selected the desired amount and thus default amount shall be withdrawn The illustration shown are numerical calculations extrapolated based on NAV movement for the respective Schemes for t
Slide 24: Freedom SIP: Additional Benchmark Details of a 10 Year SIP
Freedom SIP: Additional Benchmark Details of a 10 Year SIP The above assumes that Investor has not selected the desired amount and thus default amount shall be withdrawn The illustration shown are numerical calculations extrapolated based on NAV movement for the respective Schemes for the period sho
Slide 25: Freedom SIP: Scheme Illustration of Same Source & Target
Freedom SIP: Scheme Illustration 2 of Same Source & Target The above assumes that Investor has not selected the desired amount and thus default amount shall be withdrawn 10 Years SIP with Same Source & Target Scheme -> Secondary cash flows through SWP In Rs 25,000,000 SAME SOURCE & TARGET SCHEME Mon
Slide 26: Freedom SIP: Additional Benchmark Illustration of Same Source & Target
Freedom SIP: Additional Benchmark Illustration 2 of Same Source & Target The above assumes that Investor has not selected the desired amount and thus default amount shall be withdrawn 10 Years SIP with Same Source & Target Scheme -> Secondary cash flows through SWP In Rs 14,000,000 SAME SOURCE & TAR
Slide 27: Goal Planning through ICICI Prudential Freedom SIP
Goal Planning through ICICI Prudential Freedom SIP Investor Name : ABC Age : 45 Years Job : Private Service Salary : ₹ 1,20,000 /Month Marital Status : Married Children : 2 ( 17 Years & 13 Years) Earning & investing Phase : 8-10 Years Require Monthly Payout : 12 years onwards For illustration Purpos
Slide 28: Freedom SIPs for Four Different Goals
Freedom SIPs for Four Different Goals 1 8 YEAR YEAR ₹ 20,000 Freedom SIP 1 12 YEAR YEAR ₹ 10,000 Freedom SIP 1 15 YEAR YEAR ₹ 5,000 Freedom SIP 1 20 YEAR ₹ 5,000 Freedom SIP YEAR For illustration Purpose Only ICICI Prudential Freedom SIP (the Facility) including the default monthly SWP payouts do no
Slide 29: ICICI Prudential Freedom SIP 1 (FSIP)
ICICI Prudential Freedom SIP 1 (FSIP) 1 8 YEAR YEAR Rs. 20,000 SWP Monthly Payout Rs. 20,000 Freedom SIP Payout of Rs.20000 FSIP can be used as input for the remaining 3 SIPs SIP = Systematic Investment Plan, SWP = Systematic Withdrawal Plan. For illustration Purpose Only The above assumes that inve
Slide 30: ICICI Prudential Freedom SIP 2 (FSIP)
ICICI Prudential Freedom SIP 2 (FSIP) 1 8 YEAR YEAR ₹ 20,000 SWP Monthly Payout ₹ 20,000 Freedom SIP 1 12 YEAR YEAR ₹ 20,000 SWP Monthly Payout ₹ 10,000 Freedom SIP SIP = Systematic Investment Plan, SWP = Systematic Withdrawal Plan. For illustration Purpose Only The above assumes that investor has n
Slide 31: ICICI Prudential Freedom SIP 3 (FSIP)
ICICI Prudential Freedom SIP 3 (FSIP) 1 8 YEAR YEAR Rs. 20,000 SWP Monthly Payout Rs. 20,000 Freedom SIP 1 12 YEAR YEAR Rs. 20,000 SWP Monthly Payout Rs. 10,000 Freedom SIP 1 15 YEAR YEAR Rs. 15,000 SWP Monthly Payout Rs. 5,000 Freedom SIP For illustration Purpose Only SIP = Systematic Investment Pl
Slide 32: ICICI Prudential Freedom SIP 4 (FSIP)
ICICI Prudential Freedom SIP 4 (FSIP) 1 8 YEAR YEAR ₹ 20,000 SWP Monthly Payout ₹ 20,000 Freedom SIP 1 12 YEAR YEAR ₹ 20,000 SWP Monthly Payout ₹ 10,000 Freedom SIP 1 15 YEAR YEAR ₹ 15,000 SWP Monthly Payout ₹ 5,000 Freedom SIP 1 20 YEAR YEAR ₹ 25,000 SWP Monthly Payout ₹ 5,000 Freedom SIP SIP = Sys
Slide 33: Aim for Greater Potential Wealth with Top Up
Aim for Greater Potential Wealth with Top Up Normal SIP of ₹20,000 p.m For 20 Years Normal SIP of ₹20,000 p.m + For 20 Years Top-UP of ₹2500 Every Year with Value of Investment @ Value of Investment @ 12.93% 12.93% CAGR CAGR ₹ 1.98 Cr Go get Top-up SIP Today… ₹ 3.56 Crs Above is only for illustrativ
Slide 34: Freedom SIP Investment Journey: Welcome Message
ICICI Prudential Freedom SIP – Investment Journey ! TM – ICICIPru MF Dear Investor Name, XXXX XXXX XXXXXX XXX XXXXX XXXX XXXX : XXXX XXXXXXXXXXXXXXXXXX FREEDOM SIP WELCOME WELCOME LETTER MESSAGE Freedom SIP Welcome SMS The above is for illustrative purposes only ICICI Prudential Freedom SIP (the Fac
Slide 35: Freedom SIP Investment Journey: SIP Intimation & Confirmation
ICICI Prudential Freedom SIP – Investment Journey ! TM – ICICIPru MF TM – ICICIPru MF Dear Investor Name, ICICI Dear Investor Name, Your Prudential Freedom SIP of ICICI Prudential Freedom Rs XXX dated SIP of Rs XXX in Folio XX-XX-XXXX under folio XXXX - XXXX Fund - - XXXX Fund - Growth for XXX units
Slide 36: Freedom SIP Investment Journey: Other Investor Communications
ICICI Prudential Freedom SIP – Investment Journey ! ON COMPLETION OF SIP: Dear Investor Name, Switch under Folio XXX from XXXX Fund - Growth to XXX Fund - Growth has been processed at NAV of XXX for XXX units (with applicable load, if any). ICICI Prudential MF. ON STARTING SWP: OTHER INVESTOR COMMUN
Slide 37: Benefit of investing through ICICI Prudential Freedom SIP
Benefit of investing through ICICI Prudential Freedom SIP A GOAL BASED INVESTING INCULCATES THE HABIT OF SOLUTION LONG TERM INVESTING FREEDOM TO CHOOSE TENURE FREEDOM TO CHOOSE FROM OUR between 8 to 30 years WIDE RANGE OF SCHEMES BASED ON ONE’S NEED AND RISK (8 YEARS, 9 YEARS, 10 YEARS, 11 APPETITE
Slide 38: Terms & Conditions For Freedom SIP
Terms & Conditions For Freedom SIP A)SIP is to be registered into below mentioned schemes for a fixed period between 8 to 30 years (8, 9, 10, 11,12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29 and 30). The following schemes are included for SIP under Freedom SIP: ICICI Prudent
Slide 39: Riskometer
Riskometer ICICI Prudential Business Cycle Fund (An open ended equity scheme following business cycles based investing theme) is suitable for investors whoare seeking*: Long term wealth creation An equity scheme that invests in Indian markets with focus on riding business cycles through dynamic
Slide 40: Riskometer
Riskometer ICICI Prudential Thematic Advantage Fund (FOF) (An open ended fund of funds scheme investing predominantly in Sectoral/Thematic schemes) is suitable for investors who are seeking*: Long term wealth creation An open ended fund of funds scheme investing predominantly in Sectoral/Themati
Slide 41: Riskometer
Riskometer ICICI Prudential Balanced Advantage Fund (An open ended dynamic asset allocation fund) is suitable for investors who are seeking*: Long term capital appreciation/income Investing in equity and equity related securities and debt instruments *Investors should consult their financial adv
Slide 42: Riskometer
Riskometer ICICI Prudential Bharat Consumption Fund (An Open Ended Equity Scheme following Consumption Theme.) is suitable for investors who are seeking*: Long term wealth creation An open ended equity scheme that aims to provide capital appreciation by investing in equity and equity related sec
Slide 43: Riskometer
Riskometer ICICI Prudential Exports and Services Fund (An open ended equity scheme following Exports & Services theme) is suitable for investors who are seeking*: Long term wealth creation An open-ended equity scheme that aims for growth by predominantly investing in companies belonging to Expor
Slide 44: Riskometer
Riskometer ICICI Prudential Multicap Fund (An open ended equity scheme investing across large cap, mid cap, small cap stocks) is suitable for investors who are seeking*: Long term wealth creation An open ended equity scheme investing across large cap, mid cap and small cap stocks. *Investors sho
Slide 45: Riskometer
Riskometer ICICI Prudential Passive Strategy Fund (FOF) (An open ended fund of funds scheme investing predominantly in Units of domestic Equity Exchange Traded Funds) is suitable for investors who are seeking*: Long term wealth creation An open ended fund of funds scheme investing predominantly
Slide 46: Riskometer
Riskometer ICICI Prudential BSE Sensex Index Fund (An open ended Index scheme replicating BSE Sensex Index) is suitable for investors who are seeking*: Long term wealth creation solution An index fund that seeks to track returns by investing in a basket of BSE SENSEX Index stocks and aims to ach
Slide 47: Benchmark Riskometer
Benchmark Riskometer Scheme Name: ICICI Prudential Balanced Advantage Fund Benchmark Name: CRISIL Hybrid 50+50 - Moderate Index Scheme Name: ICICI Prudential Large & Midcap Fund Benchmark Name: Nifty LargeMidcap 250 TRI Please note that The information the Risk-o-meter(s) contained specified herein
Slide 48: Scheme Related Disclaimers for Regular Plan
Scheme Related Disclaimers for Regular Plan Data as on Jun 30, 2025 Returns (%) 1 Year 3 Year 5 Year Since inception Scheme/ Benchmark Current Value of Current Value of Current Value of Current Value of CAGR CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. Investment
Slide 49: Scheme Related Disclaimers for Regular Plan
Scheme Related Disclaimers for Regular Plan Data as on Jun 30, 2025 Returns (%) 1 Year 3 Year 5 Year Since inception Scheme/ Benchmark Current Value of Current Value of Current Value of Current Value of CAGR CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. CAGR (%) Investment of Rs. Investment
Slide 50: Disclaimers
Disclaimers Mutual Fund investments are subject to market risks, read all scheme related documents carefully. All figures and other data given in this document are dated as of June 30, 2025 unless stated otherwise. The same may or may not be relevant at a future date. The information shall not be al
Slide 51: Thank You
is MUTUAL FUND THANK YOU
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