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ICICI Prudential Capital Protection Oriented Fund IV - PLAN C - 60 Months - Dividend

ICICI Prudential · Sectoral
Very High
₹16.73
Current NAV
04 Sep 2018
22.8%
1Y Return
19.8%
3Y CAGR
21.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.28).
  • Well-diversified portfolio aligned with the Sectoral mandate.
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: Very High Risk
Low Moderate High Very High
Risk Metrics
1.28
Sharpe Ratio
1.18
Beta
-0.22
Alpha
1.64
Sortino
Fund Details
Fund House ICICI Prudential
Category Sectoral
AUM ₹7330 Cr
Expense Ratio 1.58%
Min SIP ₹500
Min Lumpsum ₹1000
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