Home Funds ICICI Prudential Short Term Fund-Institutional Gro

ICICI Prudential Short Term Fund-Institutional Growth

ICICI Prudential · Short Duration
Moderate
₹43.81
Current NAV
24 Apr 2020
27.6%
1Y Return
12.6%
3Y CAGR
17.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.36).
  • Very large asset base (AUM: ₹24,410 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.16%) which can affect compounding over long horizons.

Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.

Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.86
Sharpe Ratio
1.36
Beta
2.36
Alpha
1.00
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Fund Details
Fund House ICICI Prudential
Category Short Duration
AUM ₹24410 Cr
Expense Ratio 2.16%
Min SIP ₹500
Min Lumpsum ₹1000
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