Start today to aim
for tomorrow's
financial freedom.
Plan your goals with
An opportunity which can give regular money and help you to achieve your
financial goals.
ICICI Prudential Freedom SIP is an optional feature that allows initial investments through SIP, switch to another scheme after a pre-defined tenure and SWP
post that. The SWP will be processed either till Dec 2099 or till the units are available in target scheme, whichever is earlier. Please read terms and conditions
in the application form before investing or visit [Link] This facility should not be associated or confused with Freedom SWP; the two are
separate facilities provided by ICICI Prudential AMC Limited.
The information contained herein is solely for private circulation for reading / understanding of registered Mutual Fund Distributors and should not be
circulated to investors/prospective investors.
The information contained herein is solely for private circulation for reading / understanding of registered Mutual Fund Distributors and
should not be circulated to investors/prospective investors.
We are alway
always
ys lo
ys looking
okingg for FREEDOM
EDOM
M
1 2 3 4
To follow our To TRAVEL To DECIDE To LIVE
PASSION the world when to retire the life we
anytime imagined
Presenting
Presen
nting
ICICI PRUDE
PRUDENTIAL
ENTIAL FREEDOM
ENTI M SIP
SI
It is a unique combination of Smart Features, to help investors achieve their Financial Goals.
HOW IT WORKS
Grow Your Wealth Reap Your Monthly
through Monthly SIP Income through SWP
Switch to
Target Scheme
Decide your Secondary Income through ICICI Prudential Freedom SIP
Monthly SIP SIP Tenure Monthly payout through As multiples of
Amount SWP SIP installment
` 10,000 8 Years ` 10,000 1.0X
` 10,000 10 Years ` 15,000 1.5X
` 10,000 12 Years ` 20,000 2.0X
` 10,000 15 Years ` 30,000 3.0X
` 10,000 20 Years ` 50,000 5.0X
` 10,000 25 Years ` 80,000 8.0X
` 10,000 30 Years ` 1,20,000 12.0X
ICICI Prudential Freedom SIP is an optional feature offered by ICICI Prudential AMC. This feature does not in any way give assurance of the performance of any of the Schemes of ICICI Prudential
Mutual Fund or provide any guarantee of withdrawals through SWP mode. Freedom SIP allows investors to switch the SIP investments to a target scheme, post completion of the SIP tenure &
monthly SWP will continue from the target scheme. The investor may select any other SWP Amount and will be based on the initial SIP installment, above multiples are default SWP multiples
The information contained herein is solely for private circulation for reading / understanding of registered Mutual Fund Distributors and should
not be circulated to investors/prospective investors.
Steps to start ICICI PRUDENTIAL FREEDOM SIP
Choose Your SIP Amount For example, ₹ 10,000/- per month
1
Choose Your Tenure in Years 8 | 10 | 12 | 15 | 20 | 25 | 30
2 Years
Choose Your Set of Schemes Source Scheme | Target Scheme
3
Please refer to T&C as mentioned in the freedom SIP application form. ICICI Prudential AMC reserves the right to make changes in the source and target schemes.
Example of FREEDOM SIP with ₹10,000/- SIP
10 Years SIP + Switch+ secondary income through SWP
SIP of Rs. 10,000 in ICICI Prudential ICICI Prudential Balanced Advantage Fund - Market
14,000,000 Large & Mid Cap Fund for 10 Years Value post SWP of Rs. 15,000
` 1,49,35,285
12,000,000
SIP Maturity during
10,000,000 Sub Prime Crisis Aug 2008
8,000,000 `39,87,546
6,000,000
4,000,000
2,000,000
Dec-21
Aug-98
Sep-99
Oct-00
Nov-01
Dec-02
Jan-04
Feb-05
Mar-06
Apr-07
May-08
Jun-09
Jul-10
Aug-11
Sep-12
Oct-13
Nov-14
Dec-15
Jan-17
Feb-18
Nov-18
Aug-19
May-20
July-22
ICICI Prudential Large & Mid Cap Fund ICICI Prudential Balanced Advantage Fund
SIP Period : From Aug 98 to Aug 08 SWP Period: From Sep 08 to Aug22
Monthly Monthy Market Value at Total Amount
Total Market Value
SIP for SWP Amount the end of withdrawn
Investment on Aug 1, 2022
10 Years Post 10 Years SIP Tenure through SWP
`10,000 `15,000 `12,00,000 `39,87,546 `25,35,000 `1,49,35,285
ICICI Pru BAF: ICICI Prudential Balanced Advantage Fund. Pru: Prudential. Please refer to the terms & conditions in the application form for further details. ICICI Prudential Freedom SIP is an optional feature
offered by ICICI Prudential AMC. This feature does not in any way give assurance of the performance of any of the Schemes of ICICI Prudential Mutual Fund or provide any guarantee of withdrawals through
SWP mode. Past performance may or may not be sustained in the future. The returns are calculated by XIRR approach assuming SIP investment of Rs 10000/- on the 1st working day of every month in the
Growth Option of the Scheme. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows with the correct allowance for the time impact of the
transactions. Past performance may or may not be sustained in the future.
The information contained herein is solely for private circulation for reading / understanding of registered Mutual Fund Distributors and should
not be circulated to investors/prospective investors.
Schemes already available & Additional Schemes included
SOURCE SCHEME TARGET SCHEME
ICICI Prudential ICICI Prudential ICICI Prudential
Bluechip Fund Multicap Fund Smallcap Fund
ICICI Prudential ICICI Prudential ICICI Prudential ICICI Prudential
India Opportunities Fund Large & Midcap Fund Midcap Fund Equity & Debt Fund
ICICI Prudential ICICI Prudential ICICI Prudential
Dividend Yield Equity Fund Focused Equity Fund Equity & Debt Fund
ICICI Prudential
ICICI Prudential ICICI Prudential ICICI Prudential Multi-Asset Fund
Value Discovery Fund Balanced Advantage Fund Multi-Asset Fund
ICICI Prudential ICICI Prudential ICICI Prudential
ESG Fund Bharat Consumption Fund Flexicap Fund ICICI Prudential
Asset Allocator Fund (FOF)*
ICICI Prudential ICICI Prudential ICICI Prudential
Asset Allocator Fund (FOF)* Business Cycle Fund MNC Fund
ICICI Prudential ICICI Prudential ICICI Prudential ICICI Prudential
Nifty 50 Index Fund Nifty Next 50 Index Fund Sensex Index Fund Balanced Advantage Fund
ICICI Prudential ICICI Prudential ICICI Prudential
Manufacturing Fund Export & Services Fund Midcap 150 Index Fund
ICICI Prudential ICICI Prudential
Nifty Smallcap 250 Index Fund Thematic Advantage Fund Fund (FOF)*
ICICI Prudential ICICI Prudential
ICICI Prudential ICICI Prudential ICICI Prudential Long Term Equity Fund Retirement Fund - Hybrid
Long Term Equity Fund Retirement Fund - Pure Retirement Fund - Hybrid (Tax Saving) Aggressive Plan
(Tax Saving) Equity Plan Aggressive Plan
*Investors may please note that they will be bearing the recurring expenses of this Scheme in addition to the expenses of the underlying Schemes in which this Scheme makes investment. Please refer to T&C as
mentioned in the freedom SIP application form for other conditions and for schemes where Freedom SIP facility is available. ICICI Prudential AMC reserves the right to make changes in the source and target
schemes. Please refer to T&C as mentioned in the freedom SIP application form. ICICI Prudential AMC reserves the right to make changes in the source and target schemes.
ICICI Prudential Balanced Advantage Fund (An Open Ended Dynamic SCHEME RISKOMETER SCHEME BENCHMARK RISKOMETER
Asset Allocation Fund) is suitable for investors who are seeking*: erate
Mod
era BENCHMARK erate
Mod
era
Mod High tely Mod High tely
de to
de to
te
te
Hi
Hi
Mo Low
Mo Low
ra
ra
gh
gh
• Long term capital appreciation/income CRISIL HYBRID
Very
Very
High
High
Low
• Investing in equity and equity related securities and debt instruments. 50+50 - Low
MODERATE INDEX Benchmark riskometer is
Investors understand that their
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them. principal will be at High risk at High risk.
ICICI Prudential Large & Mid Cap Fund (An open ended equity scheme SCHEME RISKOMETER SCHEME BENCHMARK RISKOMETER
investing in both large cap and mid cap stocks) is suitable for investors Mod BENCHMARK Mod
erate era erate era
who are seeking*: Mod High tely Mod High tely
de to
de to
te
te
Hi
Hi
Mo Low
Mo L o w
ra
ra
gh
gh
• Long Term Wealth Creation
NIFTY
Very
Very
High
High
• An open ended equity scheme investing in both large cap and mid
Low
Low
cap stocks. LARGEMIDCAP
250 TRI Benchmark riskometer is
Investors understand that their
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them. principal will be at Very High risk at Very High risk.
The Risk-o-meter(s) specified above will be evaluated and updated on a monthly basis. Please refer [Link] for more details.
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. The same may or may not be relevant at a future date. The AMC takes no responsibility of updating any data/information in
this material from time to time. The information shall not be altered in any way, transmitted to, copied or distributed, in part or in whole, to any other person or to the media or reproduced
in any form, without prior written consent of ICICI Prudential Asset Management Company Limited. Prospective investors are advised to consult their own legal, tax and financial advisors
to determine possible tax, legal and other financial implication or consequence of subscribing to the units of ICICI Prudential Mutual Fund. Past Performance may or may not be sustained
in future.
Disclaimer: In the preparation of the material contained in this document, ICICI Prudential Asset Management Company Ltd. (the AMC) has used information that is publicly available,
including Budget speech and information developed in-house. The stock(s)/sector(s) mentioned in this slide do not constitute any recommendation and ICICI Prudential Mutual Fund may
or may not have any future position in this stock(s). Some of the material used in the document may have been obtained from members/persons other than the AMC and/or its affiliates
and which may have been made available to the AMC and/or to its affiliates. Information gathered and material used in this document is believed to be from reliable sources. The AMC
however does not warrant the accuracy, reasonableness and / or completeness of any information. We have included statements / opinions / recommendations in this document, which
contain words, or phrases such as “will”, “expect”, “should”, “believe” and similar expressions or variations of such expressions, that are “forward looking statements”. Actual results
may differ materially from those suggested by the forward looking statements due to risk or uncertainties associated with our expectations with respect to, but not limited to, exposure
to market risks, general economic and political conditions in India and other countries globally, which have an impact on our services and / or investments, the monetary and interest
policies of India, inflation, deflation, unanticipated turbulence in interest rates, foreign exchange rates, equity prices or other rates or prices etc. ICICI Prudential Asset Management
Company Limited (including its affiliates), the Mutual Fund, The Trust and any of its officers, directors, personnel and employees, shall not be liable for any loss, damage of any nature,
including but not limited to direct, indirect, punitive, special, exemplary, consequential, as also any loss of profit in any way arising from the use of this material in any manner. Further,
the information contained herein should not be construed as forecast or promise or investment advice. The recipient alone shall be fully responsible/are liable for any decision taken on
this material.
