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Sectoral / Thematicregulargrowth📊 Nifty Financial Services TRI

ICICI Prudential Banking and Financial Services Fund - Growth

ICICI Prudential Mutual Fund

#169 of 213 (1Y)

₹126.2300

1.87 (-1.46%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹126.2300

1.87 (-1.46%)

29 May 2026

AMFI: 109445

Direct · Growth

₹₹143.0800

2.11 (-1.45%)

29 May 2026

AMFI: 120244

Regular · IDCW

₹₹24.0900

0.36 (-1.47%)

29 May 2026

AMFI: 109446

Direct · IDCW

₹₹65.7400

0.97 (-1.45%)

29 May 2026

AMFI: 120245

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.25%
1 Month-3.46%
3 Months-8.11%
6 Months-8.32%
1 Year-3.00%
3 Years (CAGR)+10.72%
5 Years (CAGR)+10.23%
10 Years (CAGR)+13.72%
Since Inception (Jul 2008)+15.41%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-7.51%
3 Year SIP+5.78%
5 Year SIP+9.23%
Since Inception (Jul 2008)+14.41%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹21,300

Invested

₹87,576

Value today

14.3%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹63,115

Value today

15.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹10,65,000

Withdrawn

₹82,44,198

Corpus left

+₹83,09,198 net gain — withdrew ₹10,65,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,60,37,378

Value today

+111.8%

vs lumpsum

STP beat direct lumpsum by 111.8% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹87,576

Benchmark

₹80,229

+₹7,347 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,39,785

Value today

3.4×

Multiple

Staying invested through that crash turned ₹1L into ₹3,39,785 — a 3.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,12,852

Regular plan

₹1,07,090

Direct earns ₹5,762 more on a ₹60K investment0.96% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseICICI Prudential Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹10,707 Cr
Expense Ratio1.79%
Min SIP₹100
Min Lumpsum₹5,000
BenchmarkNifty Financial Services TRI ✓
Launch Date30 Jul 2008
AMFI Code109445

Risk Metrics

Trailing 1 year, annualised

-0.17

Sharpe Ratio

+0.01

Alpha

0.45

Beta

-0.17

Sortino

14.02%

Std Dev

-17.17%

Max Drawdown

Portfolio Holdings

Top 42 holdings · as of Mar 2026

Equity40 holdings · 97.4%
Security% NAV

HDFC Bank Ltd.

INE040A01034

15.77%

ICICI Bank Ltd.

INE090A01021

14.28%

Axis Bank Ltd.

INE238A01034

9.32%

Kotak Mahindra Bank Ltd.

INE237A01036

6.02%

SBI Life Insurance Company Ltd.

INE123W01016

5.10%

State Bank Of India

INE062A01020

4.58%

LIC Housing Finance Ltd.

INE115A01026

3.60%

HDFC Life Insurance Company Ltd.

INE795G01014

3.30%

SBI Cards & Payment Services Ltd.

INE018E01016

3.26%

ICICI Lombard General Insurance Company Ltd.

INE765G01017

3.25%

Bajaj Finance Ltd.

INE296A01032

2.46%

HDB Financial Services Ltd.

INE756I01012

2.32%

PNB Housing Finance Ltd.

INE572E01012

2.06%

Max Financial Services Ltd.

INE180A01020

2.01%

Can Fin Homes Ltd.

INE477A01020

1.96%

Aptus Value Housing Finance

INE852O01025

1.85%

Bajaj Finserv Ltd.

INE918I01026

1.73%

Anand Rathi Wealth Ltd.

INE463V01026

1.46%

ICICI Prudential Life Insurance Company Ltd.

INE726G01019

1.36%

Aavas Financiers Ltd.

INE216P01012

1.35%

UTI Asset Management Co Ltd

INE094J01016

1.21%

Bandhan Bank Ltd.

INE545U01014

1.07%

Medi Assist Healthcare Services Ltd

INE456Z01021

0.93%

Repco Home Finance Ltd.

INE612J01015

0.93%

Cholamandalam Investment And Finance Company Ltd.

INE121A01024

0.67%

Bajaj Holdings & Investment Ltd.

INE118A01012

0.67%

Life Insurance Corporation of India

INE0J1Y01017

0.56%

CSB Bank Ltd

INE679A01013

0.56%

Star Health & Allied Insurance

INE575P01011

0.52%

Bajaj Housing Finance Ltd.

INE377Y01014

0.41%

Angel One Ltd.

INE732I01021

0.39%

General Insurance Corporation of India

INE481Y01014

0.39%

Fusion Finance Ltd.

INE139R01012

0.38%

Aadhar Housing Finance Ltd.

INE883F01010

0.32%

MAS Financial Services Ltd.

INE348L01012

0.30%

CMS Info Systems Ltd

INE925R01014

0.29%

Seshaasai Technologies Ltd.

INE04VU01023

0.26%

360 One Wam Ltd.

INE466L01038

0.24%

Equitas Small Finance Bank Ltd.

INE063P01018

0.15%

Canara Robeco Asset Management Co Ltd

INE218I01013

0.08%
Debt2 holdings · 0.2%
Security% NAV

91 Days Treasury Bills

IN002025X406

0.15%

182 Days Treasury Bills

IN002025Y321

0.10%

Performance Comparison

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Investment Objective

ICICI Prudential Banking and Financial Services Fund - Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

ICICI Prudential Banking and Financial Services Fund - Growth is a Sectoral / Thematic mutual fund offered by ICICI Prudential Mutual Fund. The fund has been operational for over 17 years. It manages assets worth ₹10,707 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Financial Services TRI. The current expense ratio is 1.79%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations