A look at 8 tax-saving funds

By Morningstar Analysts |  07-02-19

ICICI Prudential Long Term Equity Fund (Tax Saving)

(click on the above to access the brief analyst note)

  • Star Rating: 4 stars
  • Analyst Rating: Neutral
  • Fund Manager: Sankaran Naren, Harish Bihani

This fund has passed through several hands in the past. Its erstwhile managers were: Sankaran Naren (October 2005 - February 2011); Munzal Shah (March 2011 - May 2011), Chintan Haria (June 2011 - September 2015), and George Herber Joseph (October 2015 – November 2018).

We initiated a Morningstar Analyst Rating on this fund in June 2011 and since then, it has been rated as Neutral. Given another manager change here, we reinstate Morningstar Analyst Rating of Neutral on the fund.

The analysis has been based on Joseph’s style.

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