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Sectoral / Thematic📊 S&P 500 Index

ICICI Prudential US Bluechip Equity Fund · Regular · Growth

ICICI Prudential Mutual Fund

#11 of 214 (1Y)

NAV

₹76.7300

as of 13 Jul 2026

Expense Ratio

1.97%

AUM

₹3,596 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+18.47%
3Y
+12.74%
5Y
+10.96%
Since Inception
+15.65%

SIP returns (XIRR)

1Y
+16.65%
3Y
+14.90%
5Y
+14.24%
Since Inception
+14.69%

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 ₹12,96,365 today ₹6,00,000 invested, 14.9% XIRR.

₹6,00,000

Invested

₹12,96,365

Value today

14.9%

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 ₹3,96,948 today (14.8% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹26,73,113.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹12,96,365 in this fund vs ₹12,20,085 in the benchmark — outperformance of ₹76,280.

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 ₹3,05,697 today (3.06×).

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

0.48

Sharpe Ratio

+0.14

Alpha

0.18

Beta

0.50

Sortino

18.47%

Std Dev

-20.39%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseICICI Prudential Mutual Fund
CategorySectoral / Thematic
BenchmarkS&P 500 Index ✓
Launch Date18 Jun 2012
AMFI Code117620
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit Load1% of the applicable NAV For redemption or switch out of units within 1 month from the date of allotment Nil-For redemption or switchout of units after 1 month from the date of allotment

Available transactions

RedeemSWPSwitchSTPDemat

Investment Objective

ICICI Prudential US Bluechip Equity 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 US Bluechip Equity Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by ICICI Prudential Mutual Fund. The fund has been operational for over 14 years. It manages assets worth ₹3,596 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against S&P 500 Index. The current expense ratio is 1.97%.

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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