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Retirement Fund📊 Nifty 500 TRI

ICICI Prudential Retirement Fund Pure Equity · Regular · Growth

ICICI Prudential Mutual Fund

#2 of 29 (1Y)

NAV

₹33.8300

as of 29 Sept 2026

Expense Ratio

2.14%

AUM

₹1,884 Cr

Viewing Regular · Growth
Why this fund is closedCompare Fund

Lumpsum returns (CAGR)

1Y
+4.83%
3Y
+17.32%
5Y
+16.62%
Since Inception
+17.43%

SIP returns (XIRR)

1Y
+0.66%
3Y
+9.44%
5Y
+15.37%
Since Inception
+18.65%

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

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

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹8,21,792 today — ₹4,20,000 invested, 19.0% XIRR.

₹4,20,000

Invested

₹8,21,792

Value today

19.0%

XIRR (p.a.)

Try the SIP calculator with this fund

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

Real NAV backtest

₹1,00,000 invested 7 years ago would be ₹3,36,391 today (18.9% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Sept 2019 would still hold ₹25,42,114.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹8,21,792 in this fund vs ₹5,74,632 in the benchmark — outperformance of ₹2,47,160.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 7 years (Sept 2019 – Sept 2026) (22 Mar 2020) would be ₹5,03,097 today (5.03×).

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

0.69

Sharpe Ratio

+0.17

Alpha

0.53

Beta

0.69

Sortino

14.40%

Std Dev

-11.51%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

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

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Fund Details

Fund HouseICICI Prudential Mutual Fund
CategoryRetirement Fund
BenchmarkNifty 500 TRI ✓
Launch Date07 Feb 2019
AMFI Code146346
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026
Holding% NAV

What this fund does

ICICI Prudential Retirement Fund Pure Equity · Regular · Growth by ICICI Prudential Mutual Fund is a Retirement Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Retirement Fund category.

About This Fund

ICICI Prudential Retirement Fund Pure Equity · Regular · Growth is a Retirement Fund mutual fund offered by ICICI Prudential Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹1,884 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 500 TRI. The current expense ratio is 2.14%.

Who Should Invest?

  • •Individuals planning for retirement with a systematic long-term investment approach
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