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ICICI Prudential Business Cycle Fund - Series 3 Direct Plan Cumulative option

ICICI Prudential · International
High
₹14.19
Current NAV
25 Feb 2019
18.5%
1Y Return
21.5%
3Y CAGR
19.5%
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 0.75%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.75).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.25).
  • Very large asset base (AUM: ₹17,300 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
1.75
Sharpe Ratio
0.45
Beta
6.25
Alpha
2.01
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Fund Details
Fund House ICICI Prudential
Category International
AUM ₹17300 Cr
Expense Ratio 0.75%
Min SIP ₹500
Min Lumpsum ₹1000
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