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Sectoral / Thematic📊 NIFTY 500 TRI

ICICI Prudential Business Cycle Fund · Regular · Growth

ICICI Prudential Mutual Fund

#107 of 213 (1Y)

NAV

₹24.7300

as of 16 Jun 2026

Expense Ratio

1.67%

AUM

₹15,723 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+3.23%
3Y
+17.99%
5Y
+16.36%
Since Inception
+18.14%

SIP returns (XIRR)

1Y
+0.20%
3Y
+10.14%
5Y
+15.01%
Since Inception
+15.50%

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹9,428

Benchmark

₹8,651

+₹777 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹6,500

Invested

₹9,428

Value today

13.9%

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

₹11,825

Value today

17.3%

CAGR (p.a.)

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

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

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,25,000

Withdrawn

₹18,93,598

Corpus left

+₹12,18,598 net gain — withdrew ₹3,25,000 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

₹12,61,463

Value today

-11.1%

vs lumpsum

Direct lumpsum would have beaten STP by 11.1% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

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

₹1,00,000

Invested

₹1,07,305

Value today

1.1×

Multiple

Staying invested through that crash turned ₹1L into ₹1,07,305 — a 1.1× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.04

Sharpe Ratio

+0.04

Alpha

0.48

Beta

0.04

Sortino

13.90%

Std Dev

-14.30%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseICICI Prudential Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date29 Dec 2020
AMFI Code148653
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadW.e.f 29 Dec 2021 - 1% of the applicable NAV - If the amount sought to be redeemed or switched out is invested for a period of up to 1 month from the date of allotment. NIL - If the amount sought to be redeemed or switched out is invested for a period of more than 1 month from the date of allotment.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with ICICI Prudential Business Cycle Fund IDCW

Holding% NAV

Investment Objective

ICICI Prudential Business Cycle Fund · Regular · 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 Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by ICICI Prudential Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹15,723 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.67%.

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