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ICICI Prudential Business Cycle Fund - Series 2 Direct Plan Cumulative Option

ICICI Prudential · International
High
₹14.46
Current NAV
22 Feb 2019
10.3%
1Y Return
17.3%
3Y CAGR
11.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.33%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.33).
  • Very large asset base (AUM: ₹24,380 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.33
Sharpe Ratio
1.23
Beta
-0.17
Alpha
1.77
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Fund Details
Fund House ICICI Prudential
Category International
AUM ₹24380 Cr
Expense Ratio 0.33%
Min SIP ₹500
Min Lumpsum ₹1000
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