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Fund of Funds (Domestic)📊 BSE Bharat 22 TRI

ICICI Prudential BHARAT 22 FoF · Regular · Growth

ICICI Prudential Mutual Fund

#50 of 106 (1Y)

NAV

₹33.8213

as of 31 Jul 2026

Expense Ratio

0.13%

AUM

₹2,875 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+7.56%
3Y
+17.31%
5Y
+23.25%
Since Inception
+16.26%

SIP returns (XIRR)

1Y
-0.10%
3Y
+7.96%
5Y
+18.34%
Since Inception
+20.15%

What history actually did — last 8 years (Aug 2018 – Jul 2026)

A ₹5,000 monthly SIP for the last 8 years (Aug 2018 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹10,90,523 today ₹4,75,000 invested, 20.5% XIRR.

₹4,75,000

Invested

₹10,90,523

Value today

20.5%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 8 years (Aug 2018 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 8 years ago would be ₹3,14,611 today (15.4% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2018 would still hold ₹20,55,586.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹10,90,523 in this fund vs ₹7,61,065 in the benchmark — outperformance of ₹3,29,458.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 8 years (Aug 2018 – Jul 2026) (22 Mar 2020) would be ₹5,16,805 today (5.17×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.23

Sharpe Ratio

+0.07

Alpha

0.37

Beta

0.24

Sortino

14.45%

Std Dev

-11.45%

Max Drawdown

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:BSE Bharat 22 TRI

Performance Comparison

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Fund Details

Fund HouseICICI Prudential Mutual Fund
CategoryFund of Funds (Domestic)
BenchmarkBSE Bharat 22 TRI ✓
Launch Date19 Jun 2018
AMFI Code143904
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹1,000

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

ICICI Prudential BHARAT 22 FoF · Regular · Growth by ICICI Prudential Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

ICICI Prudential BHARAT 22 FoF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by ICICI Prudential Mutual Fund. The fund has been operational for over 8 years. It manages assets worth ₹2,875 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE Bharat 22 TRI. The current expense ratio is 0.13%.

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
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