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ICICI Prudential Business Cycle Fund Growth

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Category: Equity: Thematic-Others
Launch Date: 05-01-2021
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.71% As on (30-09-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12,039.43 Cr As on (30-09-2024)
Turn over: 46
NAV as on 09-10-2024

23.47

0.06 (0.2556%)

CAGR Since Inception

25.72%

NIFTY 500 TRI 12.91%

PERFORMANCE of ICICI Prudential Business Cycle Fund Growth

Scheme Performance (%) Data as on - 10-10-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
ICICI Prudential Business Cycle Fund Growth 45.51 22.23 - - 25.72
NIFTY 500 TRI 37.68 16.52 22.22 15.33 12.91
Equity: Thematic-Others 43.65 18.47 24.5 15.66 22.24

Yearly Performance (%)

Nav Movement

Fund Managers

Manish Banthia, Anish Tawakley, Lalit Kumar, Sharmila D'mello

Investment Objective

The scheme seeks to generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.

RETURNS CALCULATOR for ICICI Prudential Business Cycle Fund Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of ICICI Prudential Business Cycle Fund Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
ICICI Prudential Business Cycle Fund Growth 11.89 1.3 6.53 0.83 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of ICICI Prudential Business Cycle Fund Growth

Compare SIP Compare Lumpsum
Period
Data as on - 10-10-2024
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
ICICI Prudential Business Cycle Fund Growth 05-01-2021 45.51 32.44 22.23 0.0 0.0
HDFC Defence Fund - Growth Option 05-06-2023 80.2 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 61.05 46.07 26.51 29.19 18.1
ICICI Prudential Innovation Fund - Growth 05-04-2023 57.31 0.0 0.0 0.0 0.0
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 55.58 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 54.8 35.48 23.89 24.71 15.89
Quant Business Cycle Fund - Growth Option - Regular Plan 30-05-2023 53.65 0.0 0.0 0.0 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 48.87 32.42 17.56 0.0 0.0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 46.18 0.0 0.0 0.0 0.0
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 05-09-2021 44.47 30.83 18.17 0.0 0.0

PORTFOLIO ANALYSIS of ICICI Prudential Business Cycle Fund Growth

Asset Allocation (%)