ICICI Prudential Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
1.14%
AUM
₹3602.23 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-48.27%
Poor
6 Months
-7.01%
Poor
1 Year
+5.01%
Below Average
3 Years
+23.24%
Excellent
5 Years
+29.14%
Excellent

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹3602.23 Cr
Recent Trend
Growing
Stability Score
43.3
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+88.02%
3Y
3Y CAGR
+442.53%
5Y
5Y CAGR
+5535.99%

Growth Assessment: Excellent Growth

• Strong investor confidence with high inflows

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
15.80%
Annualized standard deviation
Sharpe Ratio
1.890
Good - Risk-adjusted return
Max Drawdown
-19.10%
Moderate - Worst decline
Consistency
72.1%
Performance consistency

Volatility Breakdown

Daily Volatility
1.00%
Average daily price movement
Annualized Volatility
15.80%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance