ICICI Prudential Balanced Hybrid Fund – NFO

ICICI Prudential

📌 ICICI Prudential Balanced Hybrid Fund – NFO Snapshot

Fund Type: Open-ended balanced hybrid scheme (equity + debt).
NFO Period: June 30, 2026 – July 14, 2026.
Reopening: Within 5 business days after allotment for continuous sale/repurchase.
Face Value: ₹10 per unit.
Minimum Investment: ₹500 (Systematic Investment Plan also available).
Benchmark: CRISIL Hybrid 50+50 Moderate Index.

⚖️ Asset Allocation Strategy

Equity: 40–60% in large, mid, and small-cap stocks across sectors.
Debt: 40–60% in government securities, corporate bonds, and money market instruments.
No Arbitrage: Unlike some hybrid funds, this scheme does not permit arbitrage positions.
Objective: To generate long-term capital appreciation and income by balancing growth (equity) with stability (debt).

👨‍💼 Fund Management Team

Managers: Roshan Chutkey, Manish Banthia, and Akhil Kakkar.
CIO Insight: Sankaran Naren (Executive Director & CIO, ICICI Prudential AMC) highlighted that the fund is designed to cushion downside risks during equity volatility while offering better returns than pure debt portfolios.

📊 Risk & Suitability

Risk Level: High (as per SEBI’s Riskometer).
Suitable For: Investors seeking a balanced portfolio with both growth and income potential.
Not Suitable For: Those preferring purely debt-oriented stability or arbitrage strategies.

🏦 Why Consider This Fund?

Diversification: Combines equity and debt in one portfolio.
Downside Protection: Debt allocation cushions equity market volatility.
Accessibility: Low entry point (₹500).
Active Management: Allocation reviewed periodically based on valuations, earnings outlook, and bond yields.