ICICI Prudential Mutual Fund Equity Large Cap Fund
Expense Ratio
0.86%
AUM
₹22531.27 Cr
Plan Type
Direct
Market Cap
Large
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-41.22%
Poor
6 Months
+3.16%
Below Average
1 Year
+9.55%
Below Average
3 Years
+17.18%
Good
5 Years
+17.10%
Excellent

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹22531.27 Cr
Recent Trend
Growing
Stability Score
25.8
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+27.10%
3Y
3Y CAGR
+182.25%
5Y
5Y CAGR
+217.81%

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: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.00%
Annualized standard deviation
Sharpe Ratio
1.180
Good - Risk-adjusted return
Max Drawdown
-15.40%
Moderate - Worst decline
Consistency
69.8%
Performance consistency

Volatility Breakdown

Daily Volatility
0.82%
Average daily price movement
Annualized Volatility
13.00%
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