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ICICI Prudential Mutual Fund

ICICI Prudential Diversified Debt Strategy Active FOF - Direct Plan - Growth

★★★★★ 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: 69/100 · Good

How this score is calculated

  • Star rating (35%)4/5
  • 3Y CAGR (30%)7.23%
  • Expense ratio (20%)0.45%
  • AUM (15%)₹106 Cr

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

ICICI Prudential Mutual Fund · Debt · Medium to Long Duration

₹49.93

+0.05 (+0.1%)

AUM: ₹105 Cr

NAV updated 6 days ago

Plan

Direct

Option

Growth

Risk

Moderate to High

Expense Ratio

0.45%

Exit Load

Exit load of 0.25% if redeemed within 15 days.

Fund Manager

Manish Banthia

Inception

Jan 2013

Benchmark

NIFTY Composite Debt Index A-III

Sharpe Ratio

-0.5

Std Dev (1Y)

1.82%

Historical Returns (CAGR)

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

1m

-0.03%

3m

+1.35%

6m

+3.1%

1y

+5.44%

3y

+7.23%

5y

+6.46%

10y

+7.22%

since inception

+8.0%

TopFund's Take on ICICI Prudential Diversified Debt Strategy Active FOF - Direct Plan - Growth

ICICI Prudential Diversified Debt Strategy Active FOF - Direct Plan - Growth holds up reasonably well within the Medium to Long Duration 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 69/100.

Cost: At 0.45%, the expense ratio is meaningfully cheaper — about 34% below the Medium to Long Duration category average of 0.68% (based on 66 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 -0.5 — 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 1.82% is on the lower side for a Medium to Long Duration 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

Unspecified 100.03%

Asset Allocation

Mutual Fund 98.96%
Repo 1.27%

Frequently Asked Questions about ICICI Prudential Diversified Debt Strategy Active FOF - Direct Plan - Growth

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

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