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

ICICI Prudential · International
High
₹9.68
Current NAV
25 Feb 2019
25.7%
1Y Return
12.7%
3Y CAGR
15.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.47%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.37).
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
0.87
Sharpe Ratio
1.37
Beta
6.37
Alpha
1.02
Sortino
Fund Details
Fund House ICICI Prudential
Category International
AUM ₹8420 Cr
Expense Ratio 0.47%
Min SIP ₹500
Min Lumpsum ₹1000
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