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 Short Term Fund - Direct Plan - Growth Option

★★★★ monitor_heart Health Score: 78/100 · Good

ICICI Prudential Mutual Fund · Debt · Short Duration

₹70.32

+0.02 (+0.02%) trending_up

AUM: ₹19,174 Cr

NAV updated 1 day ago

Plan

Direct

Option

Growth

Risk

Moderate

Expense Ratio

0.45%

Exit Load

Nil

Fund Manager

Manish Banthia

Inception

Jan 2013

Benchmark

NIFTY Short Duration Debt Index A-II

Sharpe Ratio

0.03

Std Dev (1Y)

1.15%

Historical Returns (CAGR)

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

1m

+0.55%

3m

+1.92%

6m

+3.39%

1y

+6.16%

3y

+7.93%

5y

+7.25%

10y

+7.92%

since inception

+8.44%

rate_review TopFund's Take on ICICI Prudential Short Term Fund - Direct Plan - Growth Option

ICICI Prudential Short Term Fund - Direct Plan - Growth Option holds up reasonably well within the Short 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 78/100.

Cost: At 0.45%, the expense ratio runs 22% above the Short Duration category average of 0.37%. 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 modest Sharpe ratio of 0.03 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 1.15% 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

pie_chart Asset Allocation

Debenture 25.53%
Non Convertible Debenture 21.52%
Bonds 20.58%
State Development Loan 11.01%
Securitised Debt 8.34%
Interest Rate Swap 6.21%
GOI Securities 5.79%
Bonds/NCDs 1.67%
Floating Rate Bond 0.84%
Certificate of Deposit 0.38%
GOI Securities Floating Rate Bond 0.38%
Alternative Investment Fund 0.33%
Repo 0.29%
Commercial Paper 0.25%
Bonds/Debentures 0.08%

Frequently Asked Questions about ICICI Prudential Short Term Fund - Direct Plan - Growth Option

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

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