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 US Bluechip Equity Fund - IDCW

★★★★★ monitor_heart Health Score: 93/100 · Excellent

ICICI Prudential Mutual Fund · Hybrid · Aggressive Hybrid

₹75.96

+0.77 (+1.02%) trending_up

AUM: ₹51,480 Cr

NAV updated 13 days ago

Plan

Direct

Option

Idcw

Risk

High

Expense Ratio

1.05%

Exit Load

Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days

Fund Manager

S Naren, Manish Banthia, Atul Patel

Inception

Jan 2013

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Sharpe Ratio

0.61

Std Dev (1Y)

15.13%

Historical Returns (CAGR)

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

1m

+4.58%

3m

+2.69%

6m

+0.41%

1y

+4.27%

3y

+16.55%

5y

+17.48%

10y

+16.17%

since inception

+15.47%

rate_review TopFund's Take on ICICI Prudential US Bluechip Equity Fund - IDCW

ICICI Prudential US Bluechip Equity Fund - IDCW ranks among the stronger performers in the Aggressive Hybrid category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 93/100.

Cost: At 1.05%, the expense ratio is roughly in line with the Aggressive Hybrid category average of 1.0% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.61 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 15.13% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

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

Equity 71.18%
State Development Loan 4.39%
Non Convertible Debenture 4.10%
Debenture 3.86%
GOI Securities 2.96%
Repo 2.92%
Certificate of Deposit 2.87%
Real Estate Investment Trusts 1.88%
Futures 1.55%
Interest Rate Swap 1.46%
Securitised Debt 0.97%
Treasury Bills 0.89%
Bonds 0.65%
Index Derivatives 0.40%
Cash Margin 0.32%
Zero Coupon Bonds 0.20%
Infrastructure Investment Trust 0.19%
GOI Securities Floating Rate Bond 0.17%
Additional Tier 1 Bond 0.10%
Commercial Paper 0.09%
Preference Shares 0.06%

Frequently Asked Questions about ICICI Prudential US Bluechip Equity Fund - IDCW

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

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