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ETF📊 Nifty 50 Value 20 TRI

ICICI Prudential Nifty 50 Value 20 ETF · Regular · Growth

ICICI Prudential Mutual Fund

#203 of 232 (1Y)

NAV

₹13.8777

as of 16 Jun 2026

Expense Ratio

see scheme documents

AUM

₹187 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
-5.19%
3Y
+9.23%
5Y
+10.49%
Since Inception
+13.83%

SIP returns (XIRR)

1Y
-6.54%
3Y
+15.70%
5Y
+11.70%
Since Inception
+13.68%

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹13,763

Value today

13.6%

CAGR (p.a.)

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

Try Lumpsum Calculator

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

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹4,75,000

Withdrawn

₹19,44,258

Corpus left

+₹14,19,258 net gain — withdrew ₹4,75,000 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

₹15,19,954

Value today

-8.0%

vs lumpsum

Direct lumpsum would have beaten STP by 8.0% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

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

₹1,00,000

Invested

₹3,36,145

Value today

3.4×

Multiple

Staying invested through that crash turned ₹1L into ₹3,36,145 — a 3.4× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.89

Sharpe Ratio

Alpha

Beta

-0.87

Sortino

13.05%

Std Dev

-14.11%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

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

Thinking about ICICI Prudential Nifty 50 Value 20 ETF · Regular · Growth?

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Fund Details

Fund HouseICICI Prudential Mutual Fund
CategoryETF
BenchmarkNifty 50 Value 20 TRI
Launch Date03 Jul 2018
AMFI Code139455

Investment Objective

ICICI Prudential Nifty 50 Value 20 ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

ICICI Prudential Nifty 50 Value 20 ETF · Regular · Growth is a ETF mutual fund offered by ICICI Prudential Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹187 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 50 Value 20 TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations