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EquityDividend Yield FundDirect · Growth

ICICI Prudential Dividend Yield Equity Fund Direct Plan Growth Option

ICICI Prudential · Scheme 129312

61.16 0.62%NAV · 2026-08-05
64
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
18.8%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+0.71%
3 Months+3.26%
6 Months-0.28%
1 Year+5.87%
3 Years (CAGR)+18.81%
5 Years (CAGR)+19.16%
10 Years (CAGR)+16.52%
Since Launch+15.23%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns79
Consistency53
Risk-adjusted52
Downside protection48
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +18.8%
  • 3Y CAGR vs category: +3.4% vs category avg
  • Positive 3Y windows: 91% of rolling 3Y windows positive
  • Alpha vs benchmark: +9.6%
  • Volatility: 15% annualised

What to watch

  • 1Y return: +5.9%
  • Beat category: beat category in 52% of windows
  • Sharpe ratio: 0.62
  • Sortino ratio: 0.74

Risk metrics

Sharpe ratio
0.62
Sortino ratio
0.74
Volatility
14.83%
Max drawdown
-44.82%
Downside capture
81.80%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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