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Sectoral / Thematic📊 NIFTY 500 TRI

ICICI Prudential India Opportunities Fund · Regular · Growth

ICICI Prudential Mutual Fund

#130 of 221 (1Y)

NAV

₹37.2600

as of 03 Aug 2026

Expense Ratio

1.56%

AUM

₹36,231 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+6.64%
3Y
+16.48%
5Y
+19.08%
Since Inception
+19.04%

SIP returns (XIRR)

1Y
+6.18%
3Y
+10.03%
5Y
+16.30%
Since Inception
+20.67%

What history actually did — last 7 years (Aug 2019 – Jul 2026)

A ₹5,000 monthly SIP for the last 7 years (Aug 2019 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹8,47,705 today ₹4,15,000 invested, 20.4% XIRR.

₹4,15,000

Invested

₹8,47,705

Value today

20.4%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 7 years (Aug 2019 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 7 years ago would be ₹3,82,150 today (21.2% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2019 would still hold ₹29,73,798.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹8,47,705 in this fund vs ₹6,83,493 in the benchmark — outperformance of ₹1,64,212.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 7 years (Aug 2019 – Jul 2026) (22 Mar 2020) would be ₹5,60,643 today (5.61×).

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

0.15

Sortino

12.67%

Std Dev

-12.79%

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 500 TRI ✓
Launch Date26 Dec 2018
AMFI Code145896
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026

portfolio shared with ICICI Prudential India Opportunities Fund - IDCW Option

Holding% NAV

Investment Objective

ICICI Prudential India 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 India Opportunities Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by ICICI Prudential Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹36,231 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.56%.

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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