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ICICI Prudential Business Cycle Fund Growth

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Category: Equity: Thematic-Others
Launch Date: 05-01-2021
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.71% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,883.7 Cr As on (29-11-2024)
Turn over: 46
NAV as on 31-12-2024

22.26

0.03 (0.1348%)

CAGR Since Inception

22.42%

NIFTY 500 TRI 12.61%

PERFORMANCE of ICICI Prudential Business Cycle Fund Growth

Scheme Performance (%) Data as on - 01-01-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
ICICI Prudential Business Cycle Fund Growth 20.01 20.73 - - 22.42
NIFTY 500 TRI 16.1 15.43 19.0 13.95 12.61
Equity: Thematic-Others 22.57 17.25 22.66 14.25 15.62

Yearly Performance (%)

Nav Movement

Fund Managers

Manish Banthia, Anish Tawakley, Lalit Kumar, Sharmila D'mello

Investment Objective

The scheme seeks to generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.

RETURNS CALCULATOR for ICICI Prudential Business Cycle Fund Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of ICICI Prudential Business Cycle Fund Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
ICICI Prudential Business Cycle Fund Growth 11.89 1.17 6.33 0.82 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of ICICI Prudential Business Cycle Fund Growth

Compare SIP Compare Lumpsum
Period
Data as on - 01-01-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
ICICI Prudential Business Cycle Fund Growth 05-01-2021 20.01 26.24 20.73 0.0 0.0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 41.77 0.0 0.0 0.0 0.0
HDFC Defence Fund - Growth Option 05-06-2023 40.74 0.0 0.0 0.0 0.0
Quant Commodities Fund - Growth Option - Regular Plan 27-12-2023 37.43 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 37.41 45.32 27.57 27.91 16.72
HSBC Business Cycles Fund - Regular Growth 20-08-2014 37.26 34.22 23.85 22.82 14.19
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 29.47 31.71 11.41 23.78 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 28.31 32.46 17.21 23.87 0.0
ICICI Prudential Innovation Fund - Growth 05-04-2023 28.27 0.0 0.0 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 28.12 25.33 0.0 0.0 0.0

PORTFOLIO ANALYSIS of ICICI Prudential Business Cycle Fund Growth

Asset Allocation (%)