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ICICI Prudential Mutual Fund

ICICI Prudential Bond Fund - IDCW Monthly

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 77/100 · Good

How this score is calculated

  • Star rating (35%)4/5
  • 3Y CAGR (30%)7.5%
  • Expense ratio (20%)0.37%
  • AUM (15%)₹29,688 Cr

Not investment advice — an analytical read of public fund data. Methodology →

ICICI Prudential Mutual Fund · Debt · Corporate Bond

₹33.56

+22.28 (+197.48%)

AUM: ₹29,687 Cr

NAV updated 12 days ago

Plan

Direct

Option

Idcw

Risk

Moderate

Expense Ratio

0.37%

Exit Load

Nil

Fund Manager

Rahul Goswami, Rohan Maru, Chandni Gupta

Inception

Jan 2013

Benchmark

Nifty Corporate Bond Index A-II

Sharpe Ratio

-1.8

Std Dev (1Y)

3.55%

Historical Returns (CAGR)

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

1m

-0.06%

3m

+1.65%

6m

+2.94%

1y

+6.07%

3y

+7.5%

5y

+6.78%

10y

+7.43%

since inception

+0.66%

TopFund's Take on ICICI Prudential Bond Fund - IDCW Monthly

ICICI Prudential Bond Fund - IDCW Monthly holds up reasonably well within the Corporate Bond 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 77/100.

Cost: At 0.37%, the expense ratio runs 12% above the Corporate Bond category average of 0.33%. 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 -1.8 — 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 3.55% is on the lower side for a Corporate Bond fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.

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.

Sector Allocation

Asset Allocation

Debenture 26.55%
Non Convertible Debenture 19.26%
Bonds 15.87%
State Development Loan 10.96%
Securitised Debt 8.28%
GOI Securities 6.82%
Certificate of Deposit 4.15%
Interest Rate Swap 2.27%
Bonds/NCDs 1.94%
Repo 1.69%
GOI Securities Floating Rate Bond 1.64%
Commercial Paper 0.65%
Floating Rate Bond 0.62%
Alternative Investment Fund 0.33%

Frequently Asked Questions about ICICI Prudential Bond Fund - IDCW Monthly

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

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