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10 Best ICICI Prudential Mutual Funds SIP 2024

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10 Best ICICI Prudential Mutual Funds SIP 2024

Updated on July 22, 2024 , 129995 views

SIP or Systematic Investment plan is a disciplined approach towards your investments that enables setting aside a fixed amount at a stipulate interval to invest in a Mutual Fund. SIPs are usually beneficial for a long-term investment plan. In ICICI SIP, you can invest just INR 1000 every month and create a sufficient amount for a longer period of time. A SIP is also a great way to achieve Financial goals like— retirement, higher education, purchase of a house/car, marriage, etc.

ICICI

Why Invest in ICICI SIP Funds?

They offer the benefit of rupee cost averaging

  • SIPs provides advantage of the Power of Compounding
  • SIP investments are affordable, one can invest with an amount as low as INR 500
  • No need to time the Market
  • Creates a habit of saving

Following the are best ICICI SIP Mutual Funds to invest in the equity category. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.

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Best ICICI Mutual Fund SIP for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Infrastructure Fund Growth ₹192.32
↑ 1.15
₹5,703 100 1229.4633930.444.6
ICICI Prudential Dividend Yield Equity Fund Growth ₹50.8
↑ 0.16
₹4,257 100 11.42453.229.42638.8
ICICI Prudential Value Discovery Fund Growth ₹444.32
↓ -0.07
₹45,471 100 11.520.142.526.825.631.4
ICICI Prudential Large & Mid Cap Fund Growth ₹948.23
↑ 3.30
₹14,486 100 11.623.644.726.524.429.9
ICICI Prudential Focused Equity Fund Growth ₹85.2
↑ 0.10
₹9,113 100 13.82644.92423.628.3
ICICI Prudential Exports and Other Services Fund Growth ₹153.99
↓ -0.35
₹1,304 100 1121.64223.622.327.1
ICICI Prudential MidCap Fund Growth ₹286.28
↑ 2.45
₹6,528 100 13.926.656.423.225.532.8
ICICI Prudential Smallcap Fund Growth ₹88.97
↑ 0.88
₹8,438 100 1318.138.723.22937.9
ICICI Prudential Multicap Fund Growth ₹776.48
↑ 5.46
₹13,025 100 11.721.945.122.521.835.4
ICICI Prudential Bluechip Fund Growth ₹105.73
↑ 0.28
₹59,364 100 9.718.23721.520.527.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 24

1. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 27 in Sectoral category.  Return for 2023 was 44.6% , 2022 was 28.8% and 2021 was 50.1% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (24 Jul 24) ₹192.32 ↑ 1.15   (0.60 %)
Net Assets (Cr) ₹5,703 on 30 Jun 24
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 3.72
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹7,392
30 Jun 21₹12,936
30 Jun 22₹14,921
30 Jun 23₹21,145
30 Jun 24₹35,311

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24

DurationReturns
1 Month 2.2%
3 Month 12%
6 Month 29.4%
1 Year 63%
3 Year 39%
5 Year 30.4%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
2014 56.2%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 177.08 Yr.
Sharmila D’mello30 Jun 222.01 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials30.35%
Basic Materials17.84%
Financial Services16.23%
Utility14.53%
Energy7.78%
Consumer Cyclical2.03%
Real Estate1.95%
Communication Services1.4%
Asset Allocation
Asset ClassValue
Cash7.16%
Equity92.1%
Debt0.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC
6%₹369 Cr9,765,698
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
6%₹323 Cr910,000
↑ 190,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
5%₹271 Cr1,610,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
5%₹264 Cr2,200,000
↑ 100,000
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Jan 23 | GUJGASLTD
4%₹214 Cr3,398,077
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
4%₹207 Cr1,758,276
↑ 177,553
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹193 Cr6,100,157
↑ 100,157
Nuvoco Vista Corp Ltd (Basic Materials)
Equity, Since 28 Feb 23 | 543334
3%₹169 Cr4,656,019
↑ 345,202
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Aug 23 | GRASIM
2%₹141 Cr526,423
↓ -93,577
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 17 | ONGC
2%₹131 Cr4,780,800
↑ 600,000

2. ICICI Prudential Dividend Yield Equity Fund

The investment objective of ICICI Prudential Dividend Yield Equity Fund is to provide medium to long term capital gains and/or dividend distribution by investing in a well diversified portfolio of predominantly equity and equity related instruments, which offer attractive dividend yield

ICICI Prudential Dividend Yield Equity Fund is a Equity - Dividend Yield fund was launched on 16 May 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 38 in Dividend Yield category.  Return for 2023 was 38.8% , 2022 was 9.2% and 2021 was 47.1% .

Below is the key information for ICICI Prudential Dividend Yield Equity Fund

ICICI Prudential Dividend Yield Equity Fund
Growth
Launch Date 16 May 14
NAV (24 Jul 24) ₹50.8 ↑ 0.16   (0.32 %)
Net Assets (Cr) ₹4,257 on 30 Jun 24
Category Equity - Dividend Yield
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 3.48
Information Ratio 1.84
Alpha Ratio 13.81
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,141
30 Jun 21₹13,640
30 Jun 22₹15,187
30 Jun 23₹19,380
30 Jun 24₹29,561

ICICI Prudential Dividend Yield Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for ICICI Prudential Dividend Yield Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24

DurationReturns
1 Month 4.9%
3 Month 11.4%
6 Month 24%
1 Year 53.2%
3 Year 29.4%
5 Year 26%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.8%
2022 9.2%
2021 47.1%
2020 14.1%
2019 -2.9%
2018 -11.9%
2017 40.7%
2016 9.7%
2015 -5.2%
2014
Fund Manager information for ICICI Prudential Dividend Yield Equity Fund
NameSinceTenure
Mittul Kalawadia29 Jan 186.42 Yr.
Sharmila D’mello31 Jul 221.92 Yr.

Data below for ICICI Prudential Dividend Yield Equity Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services24.23%
Consumer Cyclical9.88%
Utility9.17%
Energy9.1%
Industrials7.85%
Consumer Defensive7.58%
Health Care6.7%
Basic Materials5.79%
Technology5.06%
Communication Services4.98%
Real Estate1.81%
Asset Allocation
Asset ClassValue
Cash6.53%
Equity92.14%
Debt1.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | ICICIBANK
7%₹317 Cr2,641,900
↓ -200
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | NTPC
7%₹310 Cr8,200,522
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 21 | SUNPHARMA
7%₹285 Cr1,874,151
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
6%₹275 Cr1,633,000
↑ 283,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | MARUTI
5%₹228 Cr189,156
↑ 5,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
4%₹168 Cr1,162,298
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 21 | LT
3%₹134 Cr378,013
↑ 40,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Dec 21 | ONGC
3%₹122 Cr4,449,550
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 500825
3%₹113 Cr207,000
Cummins India Ltd (Industrials)
Equity, Since 31 Aug 23 | CUMMINSIND
2%₹102 Cr256,600

3. ICICI Prudential Value Discovery Fund

To generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks. Value stocks are those, which have attractive valuations in relation to earnings or book value or current and/or future dividends.

ICICI Prudential Value Discovery Fund is a Equity - Value fund was launched on 16 Aug 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21% since its launch.  Ranked 62 in Value category.  Return for 2023 was 31.4% , 2022 was 15% and 2021 was 38.5% .

Below is the key information for ICICI Prudential Value Discovery Fund

ICICI Prudential Value Discovery Fund
Growth
Launch Date 16 Aug 04
NAV (23 Jul 24) ₹444.32 ↓ -0.07   (-0.02 %)
Net Assets (Cr) ₹45,471 on 30 Jun 24
Category Equity - Value
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 2.7
Information Ratio 0.98
Alpha Ratio 5.71
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,105
30 Jun 21₹14,666
30 Jun 22₹16,357
30 Jun 23₹20,623
30 Jun 24₹29,205

ICICI Prudential Value Discovery Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for ICICI Prudential Value Discovery Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24

DurationReturns
1 Month 6.1%
3 Month 11.5%
6 Month 20.1%
1 Year 42.5%
3 Year 26.8%
5 Year 25.6%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.4%
2022 15%
2021 38.5%
2020 22.9%
2019 0.6%
2018 -4.2%
2017 23.8%
2016 4.6%
2015 5.4%
2014 73.8%
Fund Manager information for ICICI Prudential Value Discovery Fund
NameSinceTenure
Sankaran Naren18 Jan 213.45 Yr.
Dharmesh Kakkad18 Jan 213.45 Yr.
Sharmila D’mello30 Jun 222.01 Yr.

Data below for ICICI Prudential Value Discovery Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services26.72%
Energy9.95%
Health Care9.78%
Technology9.77%
Consumer Defensive8.04%
Consumer Cyclical6.57%
Communication Services5.52%
Utility4.25%
Industrials3.17%
Basic Materials2.38%
Asset Allocation
Asset ClassValue
Cash13.85%
Equity86.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | HDFCBANK
9%₹3,948 Cr23,449,319
↓ -3,262,600
Infosys Ltd (Technology)
Equity, Since 30 Sep 14 | INFY
7%₹3,290 Cr21,000,978
↓ -309,785
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
7%₹3,074 Cr25,625,266
↓ -1,075,764
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 23 | RELIANCE
6%₹2,793 Cr8,921,289
↓ -1,187,750
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
5%₹2,499 Cr16,431,773
↑ 514,576
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
3%₹1,557 Cr10,783,299
↓ -4,037,500
NTPC Ltd (Utilities)
Equity, Since 30 Sep 14 | NTPC
3%₹1,553 Cr41,055,218
↓ -5,902,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | HINDUNILVR
3%₹1,418 Cr5,733,246
↑ 178,900
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | ITC
3%₹1,339 Cr31,506,079
↓ -3,350,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 21 | ONGC
2%₹1,115 Cr40,669,593
↓ -194,425

4. ICICI Prudential Large & Mid Cap Fund

(Erstwhile ICICI Prudential Top 100 Fund)

To generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities

ICICI Prudential Large & Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Ranked 31 in Large & Mid Cap category.  Return for 2023 was 29.9% , 2022 was 11.7% and 2021 was 41.8% .

Below is the key information for ICICI Prudential Large & Mid Cap Fund

ICICI Prudential Large & Mid Cap Fund
Growth
Launch Date 9 Jul 98
NAV (24 Jul 24) ₹948.23 ↑ 3.30   (0.35 %)
Net Assets (Cr) ₹14,486 on 30 Jun 24
Category Equity - Large & Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 2.98
Information Ratio 0.69
Alpha Ratio 5
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,366
30 Jun 21₹13,707
30 Jun 22₹15,185
30 Jun 23₹19,079
30 Jun 24₹27,715

ICICI Prudential Large & Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for ICICI Prudential Large & Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24

DurationReturns
1 Month 3.5%
3 Month 11.6%
6 Month 23.6%
1 Year 44.7%
3 Year 26.5%
5 Year 24.4%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.9%
2022 11.7%
2021 41.8%
2020 11.7%
2019 5.7%
2018 -6.2%
2017 29.8%
2016 10.3%
2015 -0.6%
2014 38.3%
Fund Manager information for ICICI Prudential Large & Mid Cap Fund
NameSinceTenure
Ihab Dalwai1 Jun 222.08 Yr.
Sharmila D’mello31 Jul 221.92 Yr.

Data below for ICICI Prudential Large & Mid Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services27.67%
Consumer Cyclical12.63%
Health Care9.75%
Basic Materials9.56%
Industrials7.62%
Energy6.47%
Technology6.22%
Consumer Defensive6.13%
Utility5.8%
Communication Services2.99%
Real Estate1.41%
Asset Allocation
Asset ClassValue
Cash7.09%
Equity92.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 06 | ICICIBANK
6%₹897 Cr7,477,195
↑ 28,821
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | HDFCBANK
5%₹712 Cr4,230,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | MARUTI
4%₹567 Cr471,399
↑ 40,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 May 22 | ALKEM
3%₹468 Cr936,657
↑ 265,899
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Jan 24 | BAJAJFINSV
3%₹431 Cr2,711,171
↑ 1,085,708
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | SBICARD
3%₹429 Cr5,917,238
↑ 400,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 18 | INFY
3%₹405 Cr2,587,596
↑ 400,000
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC
3%₹400 Cr10,566,000
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Jul 22 | GUJGASLTD
2%₹336 Cr5,349,809
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 22 | 500104
2%₹329 Cr9,900,150
↓ -450,000

5. ICICI Prudential Focused Equity Fund

(Erstwhile ICICI Prudential Select Large Cap Fund)

An equity fund that aims to generate capital appreciation by investing in equity and equity related securities of large market capitalisation companies, with an option to withdraw investment periodically based on triggers.

ICICI Prudential Focused Equity Fund is a Equity - Focused fund was launched on 28 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 65 in Focused category.  Return for 2023 was 28.3% , 2022 was 6% and 2021 was 36.1% .

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund
Growth
Launch Date 28 May 09
NAV (24 Jul 24) ₹85.2 ↑ 0.10   (0.12 %)
Net Assets (Cr) ₹9,113 on 30 Jun 24
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.99
Sharpe Ratio 2.84
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,348
30 Jun 21₹14,358
30 Jun 22₹14,862
30 Jun 23₹18,729
30 Jun 24₹27,311

ICICI Prudential Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for ICICI Prudential Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24

DurationReturns
1 Month 4.5%
3 Month 13.8%
6 Month 26%
1 Year 44.9%
3 Year 24%
5 Year 23.6%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.3%
2022 6%
2021 36.1%
2020 24.6%
2019 0.4%
2018 -2.7%
2017 23.4%
2016 10.6%
2015 -5.2%
2014 39.6%
Fund Manager information for ICICI Prudential Focused Equity Fund
NameSinceTenure
Vaibhav Dusad8 Aug 221.9 Yr.
Sharmila D’mello31 Jul 221.92 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services27.19%
Health Care15.64%
Industrials11.73%
Consumer Cyclical9.96%
Communication Services6.97%
Consumer Defensive5.93%
Technology5.11%
Real Estate5.08%
Energy3.93%
Utility3.92%
Basic Materials2.7%
Asset Allocation
Asset ClassValue
Cash2.05%
Equity97.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK
9%₹824 Cr6,871,213
↑ 288,142
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
7%₹622 Cr4,087,170
↑ 169,564
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
5%₹465 Cr2,969,774
↑ 300,527
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
4%₹390 Cr1,099,458
↑ 207,684
Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | AXISBANK
4%₹372 Cr2,936,830
↑ 235,397
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK
4%₹360 Cr2,136,079
↑ 436,255
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 21 | RELIANCE
4%₹358 Cr1,143,918
NTPC Ltd (Utilities)
Equity, Since 30 Nov 22 | NTPC
4%₹357 Cr9,445,793
↑ 1,509,214
Siemens Ltd (Industrials)
Equity, Since 31 May 23 | SIEMENS
4%₹346 Cr449,481
↑ 7,000
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 23 | CUMMINSIND
4%₹333 Cr838,632
↑ 76,200

6. ICICI Prudential Exports and Other Services Fund

To provide capital appreciation and income distribution to unitholders by investing predominantly in equity/ equity related instruments of companies involved in service industries and the balance in debt securities and money market instruments including call money.

ICICI Prudential Exports and Other Services Fund is a Equity - Sectoral fund was launched on 30 Nov 05. It is a fund with High risk and has given a CAGR/Annualized return of 15.8% since its launch.  Ranked 25 in Sectoral category.  Return for 2023 was 27.1% , 2022 was 7.1% and 2021 was 35.5% .

Below is the key information for ICICI Prudential Exports and Other Services Fund

ICICI Prudential Exports and Other Services Fund
Growth
Launch Date 30 Nov 05
NAV (23 Jul 24) ₹153.99 ↓ -0.35   (-0.23 %)
Net Assets (Cr) ₹1,304 on 30 Jun 24
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.41
Sharpe Ratio 2.98
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,849
30 Jun 21₹13,960
30 Jun 22₹15,099
30 Jun 23₹18,323
30 Jun 24₹26,285

ICICI Prudential Exports and Other Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for ICICI Prudential Exports and Other Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24

DurationReturns
1 Month 4.4%
3 Month 11%
6 Month 21.6%
1 Year 42%
3 Year 23.6%
5 Year 22.3%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.1%
2022 7.1%
2021 35.5%
2020 17.4%
2019 6.8%
2018 -8.9%
2017 30.6%
2016 -4.4%
2015 16.4%
2014 51.2%
Fund Manager information for ICICI Prudential Exports and Other Services Fund
NameSinceTenure
Sankaran Naren14 Jul 176.97 Yr.
Priyanka Khandelwal1 May 231.17 Yr.
Sri Sharma1 May 231.17 Yr.
Sharmila D’mello30 Jun 222 Yr.

Data below for ICICI Prudential Exports and Other Services Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services35.5%
Health Care13.64%
Industrials9.22%
Technology8.97%
Communication Services7.27%
Utility6.9%
Energy6.17%
Consumer Defensive3.13%
Consumer Cyclical1.07%
Basic Materials0.96%
Real Estate0.92%
Asset Allocation
Asset ClassValue
Cash9.37%
Equity90.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | ICICIBANK
7%₹96 Cr800,756
↓ -140,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
7%₹87 Cr514,660
↓ -185,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 22 | NTPC
6%₹82 Cr2,157,792
↑ 50,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 21 | SUNPHARMA
6%₹81 Cr535,067
↓ -59,500
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 23 | RELIANCE
6%₹80 Cr256,929
↓ -39,250
HDFC Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 24 | HDFCLIFE
4%₹51 Cr855,267
↑ 148,684
Infosys Ltd (Technology)
Equity, Since 30 Sep 17 | INFY
4%₹50 Cr321,944
↓ -128,000
HCL Technologies Ltd (Technology)
Equity, Since 29 Feb 20 | 532281
3%₹45 Cr306,947
↑ 233,647
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | DMART
3%₹41 Cr86,589
↓ -7,627
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | AXISBANK
3%₹38 Cr303,107
↓ -123,384

7. ICICI Prudential MidCap Fund

To generate capital appreciation by actively investing in diversified mid cap stocks.

ICICI Prudential MidCap Fund is a Equity - Mid Cap fund was launched on 28 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 35 in Mid Cap category.  Return for 2023 was 32.8% , 2022 was 3.1% and 2021 was 44.8% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (24 Jul 24) ₹286.28 ↑ 2.45   (0.86 %)
Net Assets (Cr) ₹6,528 on 30 Jun 24
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 2.97
Information Ratio -0.56
Alpha Ratio 3.38
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,224
30 Jun 21₹15,361
30 Jun 22₹15,276
30 Jun 23₹18,606
30 Jun 24₹30,079

ICICI Prudential MidCap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for ICICI Prudential MidCap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24

DurationReturns
1 Month -0.9%
3 Month 13.9%
6 Month 26.6%
1 Year 56.4%
3 Year 23.2%
5 Year 25.5%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.8%
2022 3.1%
2021 44.8%
2020 19.1%
2019 -0.6%
2018 -10.8%
2017 42.9%
2016 4.8%
2015 5.1%
2014 87%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 222 Yr.
Sharmila D’mello31 Jul 221.92 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Basic Materials22.81%
Industrials20.29%
Consumer Cyclical13.2%
Real Estate12.59%
Communication Services9.25%
Financial Services8.27%
Health Care4.49%
Utility2.62%
Energy2.4%
Technology0.66%
Asset Allocation
Asset ClassValue
Cash3.38%
Equity96.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
4%₹238 Cr2,888,476
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | PHOENIXLTD
4%₹237 Cr661,491
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | JINDALSTEL
3%₹228 Cr2,179,227
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE
3%₹202 Cr1,068,018
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI
3%₹182 Cr267,852
↑ 100,051
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 22 | CUMMINSIND
3%₹176 Cr444,068
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | BALKRISIND
3%₹167 Cr517,803
Godrej Properties Ltd (Real Estate)
Equity, Since 30 Sep 22 | GODREJPROP
3%₹166 Cr517,459
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | BHARATFORG
2%₹159 Cr954,049
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY
2%₹159 Cr899,376

8. ICICI Prudential Smallcap Fund

(Erstwhile ICICI Prudential Indo Asia Equity Fund)

ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 26 in Small Cap category.  Return for 2023 was 37.9% , 2022 was 5.7% and 2021 was 61% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (24 Jul 24) ₹88.97 ↑ 0.88   (1.00 %)
Net Assets (Cr) ₹8,438 on 30 Jun 24
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 2.23
Information Ratio -0.16
Alpha Ratio -1.42
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,269
30 Jun 21₹17,099
30 Jun 22₹18,885
30 Jun 23₹24,311
30 Jun 24₹34,362

ICICI Prudential Smallcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24

DurationReturns
1 Month 1.8%
3 Month 13%
6 Month 18.1%
1 Year 38.7%
3 Year 23.2%
5 Year 29%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.9%
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Anish Tawakley18 Sep 230.79 Yr.
Sri Sharma18 Sep 230.79 Yr.
Sharmila D’mello30 Jun 222.01 Yr.

Data below for ICICI Prudential Smallcap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials25.59%
Basic Materials19.17%
Consumer Cyclical14.54%
Financial Services8.65%
Health Care6.26%
Real Estate4.02%
Utility3.73%
Consumer Defensive3.07%
Technology2.74%
Communication Services1.96%
Energy0.91%
Asset Allocation
Asset ClassValue
Cash9.36%
Equity90.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 23 | NAM-INDIA
3%₹268 Cr4,165,329
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 23 | GRINDWELL
3%₹251 Cr919,168
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
3%₹215 Cr861,717
↓ -945
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | BRIGADE
3%₹212 Cr1,570,577
Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | CUMMINSIND
2%₹207 Cr521,793
↑ 44,000
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
2%₹195 Cr1,061,819
↓ -15,824
TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TVSHLTD
2%₹193 Cr146,100
↑ 4,169
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT
2%₹192 Cr539,798
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | ULTRACEMCO
2%₹175 Cr149,768
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | MARUTI
2%₹167 Cr139,023
↑ 27,666

9. ICICI Prudential Multicap Fund

To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries.

ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 49 in Multi Cap category.  Return for 2023 was 35.4% , 2022 was 4.7% and 2021 was 36.4% .

Below is the key information for ICICI Prudential Multicap Fund

ICICI Prudential Multicap Fund
Growth
Launch Date 1 Oct 94
NAV (24 Jul 24) ₹776.48 ↑ 5.46   (0.71 %)
Net Assets (Cr) ₹13,025 on 30 Jun 24
Category Equity - Multi Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 2.86
Information Ratio 0.15
Alpha Ratio 3.02
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,189
30 Jun 21₹13,363
30 Jun 22₹13,486
30 Jun 23₹17,290
30 Jun 24₹25,060

ICICI Prudential Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for ICICI Prudential Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24

DurationReturns
1 Month 3.8%
3 Month 11.7%
6 Month 21.9%
1 Year 45.1%
3 Year 22.5%
5 Year 21.8%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.4%
2022 4.7%
2021 36.4%
2020 9.2%
2019 6%
2018 0.2%
2017 28%
2016 10.1%
2015 3.1%
2014 49.8%
Fund Manager information for ICICI Prudential Multicap Fund
NameSinceTenure
Sankaran Naren1 Jul 222 Yr.
Anand Sharma1 Jul 222 Yr.
Sharmila D’mello31 Jul 221.92 Yr.

Data below for ICICI Prudential Multicap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services19.47%
Consumer Cyclical12.2%
Industrials11.19%
Health Care10.27%
Energy7.07%
Basic Materials6.38%
Communication Services6.28%
Consumer Defensive6.01%
Technology6.01%
Utility3.35%
Real Estate1.47%
Asset Allocation
Asset ClassValue
Cash10.3%
Equity89.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹720 Cr6,001,508
↓ -357,777
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA
4%₹520 Cr3,420,100
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
3%₹433 Cr2,763,238
↓ -480,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹404 Cr1,291,764
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
3%₹342 Cr2,032,994
↓ -687,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT
2%₹246 Cr692,772
↑ 25,245
Cummins India Ltd (Industrials)
Equity, Since 31 Jan 22 | CUMMINSIND
2%₹233 Cr588,258
↓ -60,422
Syngene International Ltd (Healthcare)
Equity, Since 31 Aug 23 | SYNGENE
2%₹228 Cr3,204,492
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹226 Cr1,566,169
↓ -399,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NTPC
2%₹197 Cr5,194,531

10. ICICI Prudential Bluechip Fund

(Erstwhile ICICI Prudential Focused Bluechip Equity Fund)

To generate long-term capital appreciation and income distribution to unit holders from a portfolio that is invested in equity and equity related securities of about 20 companies belonging to the large cap domain and the balance in debt securities and money market instruments. The Fund Manager will always select stocks for investment from among Top 200 stocks in terms of market capitalization on the National Stock Exchange of India Ltd. If the total assets under management under this scheme goes above Rs. 1,000 crores the Fund Manager reserves the right to increase the number of companies to more than 20.

ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 21 in Large Cap category.  Return for 2023 was 27.4% , 2022 was 6.9% and 2021 was 29.2% .

Below is the key information for ICICI Prudential Bluechip Fund

ICICI Prudential Bluechip Fund
Growth
Launch Date 23 May 08
NAV (24 Jul 24) ₹105.73 ↑ 0.28   (0.27 %)
Net Assets (Cr) ₹59,364 on 30 Jun 24
Category Equity - Large Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 2.61
Information Ratio 1.08
Alpha Ratio 8.03
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,813
30 Jun 21₹13,398
30 Jun 22₹13,995
30 Jun 23₹17,310
30 Jun 24₹23,956

ICICI Prudential Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for ICICI Prudential Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 24

DurationReturns
1 Month 4%
3 Month 9.7%
6 Month 18.2%
1 Year 37%
3 Year 21.5%
5 Year 20.5%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.4%
2022 6.9%
2021 29.2%
2020 13.5%
2019 9.8%
2018 -0.8%
2017 32.7%
2016 7.7%
2015 -0.2%
2014 41.1%
Fund Manager information for ICICI Prudential Bluechip Fund
NameSinceTenure
Anish Tawakley5 Sep 185.82 Yr.
Vaibhav Dusad18 Jan 213.45 Yr.
Sharmila D’mello31 Jul 221.92 Yr.

Data below for ICICI Prudential Bluechip Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services24.24%
Energy11.77%
Consumer Cyclical11.07%
Industrials9.87%
Technology7.65%
Basic Materials7.15%
Consumer Defensive5.55%
Health Care5.49%
Communication Services4.01%
Utility3.26%
Real Estate1.15%
Asset Allocation
Asset ClassValue
Cash8.8%
Equity91.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK
8%₹4,861 Cr40,518,440
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE
8%₹4,538 Cr14,495,800
↑ 100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
6%₹3,648 Cr10,281,834
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹3,215 Cr19,092,421
↑ 1,196,164
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK
5%₹2,829 Cr22,358,608
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
5%₹2,683 Cr2,229,726
↑ 85,671
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹2,604 Cr16,620,748
↓ -400,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO
4%₹2,509 Cr2,150,633
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
4%₹2,324 Cr16,091,238
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA
3%₹1,530 Cr10,062,064
↑ 500,581

SIP Calculator- Growth of SIP Investment

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of Investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in ICICI Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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kanchana sangma, posted on 13 Jul 21 9:02 PM

I am having SIP in your organization. So I just gone through thanks.

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