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Fund options available with ICICI Pru LifeStage Assure Pension |
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- Pension Flexi Growth II
Objective: To generate Superior long- term returns from a diversified portfolio of equity and equity related instruments of large, mid and small cap companies.
Indicative Portfolio Allocation
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Max (%) |
Min (%) |
| Equity & equity related securities |
100 |
80 |
| Debt, Money market & Cash |
20 |
0 |
Potential Risk- Reward profile of the fund: High
- Pension R.I.C.H. II
Objective: To generate superior long-term returns from a diversified portfolio of equity an equity related instruments of companies operating in four important types of industries viz., Resources, Investment-related, Consumption-related and Human capital leveraged industries.
Indicative Portfolio Allocation
|
Max (%) |
Min (%) |
| Equity & equity related securities |
100 |
80 |
| Debt, Money market & Cash |
20 |
0 |
Potential Risk-Reward profile of the fund: High
- Pension Multiplier II
Objective: To provide long-term capital appreciation from an equity portfolio predominantly invested in NIFTY scripts.
Indicative Portfolio Allocation
|
Max (%) |
Min (%) |
| Equity & equity related securities |
100 |
80 |
| Debt, Money market & Cash |
20 |
0 |
Potential Risk – Reward profile of the Fund: High
- Pension Flexi Balanced II
Objective: To achieve a balance between capital appreciation and stable returns by investing in a mix of equity and equity related instrument of large, mid and small cap companies and debt and debt related instruments.
Indicative Portfolio Allocation
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Max (%) |
Min (%) |
| Equity & equity related securities |
60 |
0 |
| Debt, Money market & Cash |
100 |
40 |
Potential Risk- Reward profile of the fund: Moderate
- Pension Balancer II
Objective: To provide a balance between long-term capital appreciation and current income through investment in equity as well as fixed income instruments in appropriate proportions depending on market conditions prevalent from time to time.
Indicative Portfolio Allocation
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Max (%) |
Min (%) |
| Equity & equity related securities |
40 |
0 |
| Debt, Money market & Cash |
100 |
60 |
Potential Risk- Reward profile of the fund: Moderate
- Pension Protector II
Objective: To provide accumulation of income through investment in various fixed income securities. The Fund seeks to provide capital appreciation while maintaining a suitable balance between return, safety and liquidity.
Indicative Portfolio Allocation
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Max (%) |
Min (%) |
| Debt, Money market & Cash |
100 |
100 |
Potential Risk- Reward profile of the fund: Low
- Pension Preserver
Objective: To provide suitable returns through low risk investments in debt and money market instruments while attempting to protect the capital deployed in the fund.
Indicative Portfolio Allocation
|
Max (%) |
Min (%) |
| Equity & equity related securities |
100 |
80 |
| Debt, Money market & Cash |
20 |
0 |
Potential Risk- Reward profile of the fund: Low
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