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ICICI Prudential Capital Protection Oriented Fund - Series VII - 1284 Days Plan E Cumulative Option

ICICI Prudential · Sectoral
Very High
₹12.09
Current NAV
26 Jul 2018
37.0%
1Y Return
14.0%
3Y CAGR
21.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.2%) which can affect compounding over long horizons.
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
1.20
Sharpe Ratio
1.40
Beta
-0.80
Alpha
1.44
Sortino
Fund Details
Fund House ICICI Prudential
Category Sectoral
AUM ₹250 Cr
Expense Ratio 2.20%
Min SIP ₹500
Min Lumpsum ₹1000
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