ICICI Prudential Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹16,122.82 Cr
Expense Ratio
1.81%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹100.00
Launch Date
18 Jan 2021
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -4.23% | -- |
| 3 Months | +1.35% | -- |
| 6 Months | -0.25% | -- |
| 1 Year | -3.03% | -3.03% |
| 2 Years | -- | +1.62% |
| 3 Years | +45.01% | +13.19% |
| 5 Years | +96.15% | +14.42% |
| Since Launch | +139.7% | +16.75% |
Holdings as on 16 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 1,425.52 | 8.98 |
| ICICI Bank | 1,217.12 | 7.67 |
| Treps | 1,122.89 | 7.07 |
| Reliance Industries | 850.19 | 5.36 |
| Larsen & Toubro Ltd | 781.47 | 4.92 |
| Maruti Suzuki India | 666.31 | 4.20 |
| Kotak Mahindra Bank | 612.83 | 3.86 |
| DLF | 495.83 | 3.12 |
| Xtrackers Harvest CSI 300 China A ETF | 459.75 | 2.90 |
| HDFC Life Insurance Company | 457.17 | 2.88 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.69
Sharpe Ratio
14.05%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Franklin India Opportunities Fund Growth | +3.12% | +18.71% | +17.42% |
| HDFC Defence Fund Regular Growth | +18.43% | +34.42% | -- |
| ICICI Prudential India Opportunities Fund Regular Growth | -2.29% | +11.69% | +15.63% |
| ICICI Prudential Business Cycle Fund Regular Growth | -3.03% | +13.19% | +14.42% |
| HDFC Manufacturing Fund Regular Growth | +3.87% | -- | -- |
Results are calculated on CAGR basis
About Fund
To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
The ICICI Prudential Business Cycle Fund Regular Growth has an AUM of 16122.82 crores & has delivered CAGR of 14.42 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.81%. The minimum investment in ICICI Prudential Business Cycle Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, Treps, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Manufacturers, Construction Services, Insurance (Life).
Some of the similar funds are Franklin India Opportunities Fund Growth, HDFC Defence Fund Regular Growth, ICICI Prudential India Opportunities Fund Regular Growth, ICICI Prudential Business Cycle Fund Regular Growth, HDFC Manufacturing Fund Regular Growth. ICICI Prudential Business Cycle Fund Regular Growth has a sharpe ratio of 0.69 & a standard deviation of 14.05%.
FAQs
According to the morning star rating ICICI Prudential Business Cycle Fund Regular Growth has a Medium risk & Exceptional return.
ICICI Prudential Business Cycle Fund Regular Growth is managed by Manish Banthia,Sharmila D'Silva,Divya Jain,Manan Tijoriwala.
The expense ratio of ICICI Prudential Business Cycle Fund Regular Growth is 1.81%.
The 5 year annualized return on ICICI Prudential Business Cycle Fund Regular Growth is 14.42% & it has generated -3.03% in the last 1 year.
The minimum investment in ICICI Prudential Business Cycle Fund Regular Growth is 500 Rs.
ICICI Prudential Business Cycle Fund Regular Growth has an AUM of 16122.82 crores.
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