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

ICICI Prudential · Sectoral
Very High
₹16.07
Current NAV
26 Nov 2018
41.5%
1Y Return
18.5%
3Y CAGR
25.5%
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: 1.65).
  • 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
1.65
Sharpe Ratio
0.65
Beta
-2.35
Alpha
2.23
Sortino
Fund Details
Fund House ICICI Prudential
Category Sectoral
AUM ₹200 Cr
Expense Ratio 1.45%
Min SIP ₹500
Min Lumpsum ₹1000
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