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Sectoral / Thematic📊 BSE 500 TRI

ICICI Prudential Exports and Services Fund · Regular · Growth

ICICI Prudential Mutual Fund

#136 of 214 (1Y)

NAV

₹167.8600

as of 15 Jul 2026

Expense Ratio

2.27%

AUM

₹1,371 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+1.22%
3Y
+16.20%
5Y
+15.51%
Since Inception
+14.66%

SIP returns (XIRR)

1Y
+4.83%
3Y
+9.52%
5Y
+13.84%
Since Inception
+15.18%

Returns calculated from 30 November 2005 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

What history actually did — last 10 years (Jul 2016 – Jul 2026)

A ₹5,000 monthly SIP for the last 10 years (Jul 2016 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹13,18,884 today ₹6,00,000 invested, 15.2% XIRR.

₹6,00,000

Invested

₹13,18,884

Value today

15.2%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 10 years (Jul 2016 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 10 years ago would be ₹3,62,079 today (13.7% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹23,01,909.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹13,18,884 in this fund vs ₹12,23,561 in the benchmark — outperformance of ₹95,323.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹4,41,853 today (4.42×).

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

0.16

Sharpe Ratio

+0.03

Alpha

0.27

Beta

0.16

Sortino

13.09%

Std Dev

-13.81%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 May 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
BenchmarkBSE 500 TRI ✓
Launch Date13 Oct 2005
AMFI Code103312
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadCurrent : Entry Load - Nil. Exit Load w.e.f 09-Dec-2013 [including SIP^STP^SWP&Micro(SIP) wherever available] - If redeemed or switched out upto 2 year - 2.50%^ > 2 year - Nil. For lumpsum investment/switch in^ the applicable load will be based on the load structure as on the date of investment/applicable NAV date. For SIP/STP transactions^ load for each transaction is based on the applicable load structure as on the registration date. For details^ please refer to SID and Addenda available on www.icicipruamc.com.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 May 2026

portfolio shared with ICICI Prudential Exports & Services Fund - Direct Plan - IDCW

Holding% NAV

Investment Objective

ICICI Prudential Exports and Services 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 Exports and Services Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by ICICI Prudential Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹1,371 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE 500 TRI. The current expense ratio is 2.27%.

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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