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Sectoral / Thematic📊 Nifty Energy TRI

ICICI Prudential Energy Opportunities Fund · Regular · Growth

ICICI Prudential Mutual Fund

#47 of 221 (1Y)

NAV

₹11.4000

as of 31 Jul 2026

Expense Ratio

1.75%

AUM

₹8,635 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+13.32%
3Y
5Y
Since Inception
+6.69%

SIP returns (XIRR)

1Y
+13.32%
3Y
5Y
Since Inception
+11.47%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

0.68

Sharpe Ratio

+0.15

Alpha

0.28

Beta

0.67

Sortino

14.70%

Std Dev

-8.02%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Jun 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 Energy TRI ✓
Launch Date02 Jul 2024
AMFI Code152726
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026
Holding% NAV

Investment Objective

ICICI Prudential Energy Opportunities 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 Energy Opportunities Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by ICICI Prudential Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹8,635 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Energy TRI. The current expense ratio is 1.75%.

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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