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ETF📊 Nifty Financial Services EX-Bank TRI

ICICI Prudential Nifty Financial Services Ex-Bank ETF · Regular · Growth

ICICI Prudential Mutual Fund

#42 of 243 (1Y)

NAV

₹33.5309

as of 31 Jul 2026

Expense Ratio

see scheme documents

AUM

₹278 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+13.16%
3Y
+19.72%
5Y
Since Inception
+20.17%

SIP returns (XIRR)

1Y
+14.50%
3Y
+17.01%
5Y
Since Inception
+19.07%

What history actually did — last 3 years (Aug 2023 – Jul 2026)

A ₹5,000 monthly SIP for the last 3 years (Aug 2023 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹2,20,667 today ₹1,75,000 invested, 16.4% XIRR.

₹1,75,000

Invested

₹2,20,667

Value today

16.4%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 3 years (Aug 2023 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 3 years ago would be ₹1,75,669 today (20.7% CAGR).

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 3 years (Aug 2023 – Jul 2026) (3 Jun 2024) would be ₹1,40,240 today (1.40×).

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

0.64

Sharpe Ratio

Alpha

Beta

0.65

Sortino

20.98%

Std Dev

-16.71%

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
CategoryETF
BenchmarkNifty Financial Services EX-Bank TRI
Launch Date16 Nov 2022
AMFI Code150879

Investment Objective

ICICI Prudential Nifty Financial Services Ex-Bank 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 Financial Services Ex-Bank ETF · Regular · Growth is a ETF mutual fund offered by ICICI Prudential Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹278 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Financial Services EX-Bank 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
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