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HybridEquity SavingsDirect · Growth

ICICI Prudential Equity Savings Fund - Direct Plan - Cumulative option

ICICI Prudential · Scheme 133054

25.26 0.32%NAV · 2026-08-05
54
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.3%
Risk level
Moderate
Min SIP
Benchmark
Nifty Equity Savings Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.08%
3 Months+2.06%
6 Months+0.92%
1 Year+4.16%
3 Years (CAGR)+7.31%
5 Years (CAGR)+7.81%
10 Years (CAGR)+8.28%
Since Launch+8.29%

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 →

Returns26
Consistency66
Risk-adjusted29
Downside protection83
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 1.7%
  • Volatility: 5% annualised
  • Max drawdown: -19%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR: +7.3%
  • 3Y CAGR vs category: -2.1% vs category avg
  • Beat category: beat category in 17% of windows
  • Sharpe ratio: 0.34

Risk metrics

Sharpe ratio
0.34
Sortino ratio
0.32
Volatility
5.28%
Max drawdown
-19.20%
Downside capture

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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