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 - Growth

★★★★ monitor_heart Health Score: 76/100 · Good

ICICI Prudential Mutual Fund · Debt · Banking and PSU

₹34.72

+0.01 (+0.04%) trending_up

AUM: ₹8,823 Cr

NAV updated 11 days 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

-0.67

Std Dev (1Y)

1.37%

Historical Returns (CAGR)

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

1m

+0.79%

3m

+2.0%

6m

+3.07%

1y

+5.61%

3y

+7.5%

5y

+6.86%

10y

+7.47%

since inception

+7.81%

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

ICICI Prudential Banking and PSU Debt Fund - Growth holds up reasonably well within the Banking and PSU category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 76/100.

Cost: At 0.39%, the expense ratio is meaningfully cheaper — about 11% below the Banking and PSU category average of 0.44% (based on 4 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.67 — 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 1.37% 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 71.63%
Unspecified 14.28%
Entities 9.61%
Technology 4.02%

pie_chart Asset Allocation

Debenture 33.78%
Bonds 18.91%
Non Convertible Debenture 14.78%
GOI Securities 9.59%
Securitised Debt 5.64%
State Development Loan 5.15%
Certificate of Deposit 4.36%
Interest Rate Swap 2.27%
Bonds/NCDs 1.91%
Repo 1.38%
Zero Coupon Bonds 1.17%
Commercial Paper 0.57%
Alternative Investment Fund 0.35%
Bonds/Debentures 0.23%
GOI Securities Floating Rate Bond 0.02%

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

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

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