info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

ICICI Prudential Mutual Fund

ICICI Prudential Banking and PSU Debt Fund - Direct Plan - Growth

★★★★★ monitor_heart Health Score: 83/100 · Excellent

ICICI Prudential Mutual Fund · Debt · Banking and PSU Fund

₹36.31

-0.01 (-0.02%) trending_down

AUM: ₹8,943 Cr

NAV updated about 1 month ago

Plan

Direct

Option

Growth

Risk

Moderate

Expense Ratio

0.39%

Exit Load

Nil

Fund Manager

Rahul Goswami, Chandni Gupta

Inception

Mar 2013

Benchmark

Nifty Banking & PSU Debt Index A-II

Sharpe Ratio

-0.75

Std Dev (1Y)

1.33%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+1.02%

3m

+1.49%

6m

+2.48%

1y

+5.39%

3y

+7.46%

5y

+6.68%

10y

+7.57%

since inception

+8.06%

rate_review TopFund's Take on ICICI Prudential Banking and PSU Debt Fund - Direct Plan - Growth

ICICI Prudential Banking and PSU Debt Fund - Direct Plan - Growth ranks among the stronger performers in the Banking and PSU Fund category, backed by a 5-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 83/100.

Cost: At 0.39%, the expense ratio runs 11% above the Banking and PSU Fund category average of 0.35%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.75 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.33% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to conservative investors prioritising capital stability and predictable income over high growth.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Financial 73.49%
Unspecified 13.59%
Entities 9.08%
Technology 3.81%

pie_chart Asset Allocation

Debenture 32.21%
Bonds 19.56%
Non Convertible Debenture 14.34%
GOI Securities 9.06%
Certificate of Deposit 7.00%
Securitised Debt 5.61%
State Development Loan 5.47%
Bonds/NCDs 2.37%
Net Current Assets 2.30%
Zero Coupon Bonds 1.12%
Repo 0.36%
Alternative Investment Fund 0.33%
Bonds/Debentures 0.22%
GOI Securities Floating Rate Bond 0.02%

Frequently Asked Questions about ICICI Prudential Banking and PSU Debt Fund - Direct Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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