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 Long Term Bond Fund - Direct Plan - Growth

★★★★ monitor_heart Health Score: 71/100 · Good

ICICI Prudential Mutual Fund · Debt · Long Duration

₹101.42

+0.17 (+0.17%) trending_up

AUM: ₹860 Cr

NAV updated 2 days ago

Plan

Direct

Option

Growth

Risk

Moderate to High

Expense Ratio

0.43%

Exit Load

Nil

Fund Manager

Manish Banthia

Inception

Jan 2013

Benchmark

CRISIL Long Duration Debt A-III Index

Sharpe Ratio

-1.01

Std Dev (1Y)

4.39%

Historical Returns (CAGR)

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

1m

+0.88%

3m

+2.35%

6m

+2.41%

1y

+1.67%

3y

+6.79%

5y

+5.85%

10y

+7.2%

since inception

+7.84%

rate_review TopFund's Take on ICICI Prudential Long Term Bond Fund - Direct Plan - Growth

ICICI Prudential Long Term Bond Fund - Direct Plan - Growth holds up reasonably well within the 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 71/100.

Cost: At 0.43%, the expense ratio runs 26% above the Long Duration category average of 0.34%. 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 -1.01 — 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 4.39% is on the lower side, 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.

donut_small Sector Allocation

Entities 51.69%
Unspecified 43.40%
Financial 4.92%

pie_chart Asset Allocation

GOI Securities 51.69%
State Development Loan 45.23%
Net Current Assets 2.65%
Alternative Investment Fund 0.39%
Repo 0.04%
Debenture 0.01%

Frequently Asked Questions about ICICI Prudential Long Term Bond Fund - Direct Plan - Growth

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

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