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ICICI Prudential Equity Savings Fund - Direct Plan - Cumulative option

ICICI Prudential · Scheme 133054

25.16 0.00%NAV · 2026-09-18
52
Average FundScore
Start SIP
AUM
₹16,179 cr
Expense ratio
1.12%
3Y CAGR
7.1%
Risk level
Moderate
Min SIP
₹100
Benchmark
Nifty Equity Savings Index
Fund manager: S Naren, Kayzad Englim, Chintan A Haria, Manish Banthia, Prakash Gaurav GoelExit load: Exit load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days
Average · 52/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • Protects capital well — worst-ever fall was only 19%.
  • Low volatility (5% a year) — a steady, low-drama ride.
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 1.7%

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe 0.33) — took on risk without enough payoff.
  • 3Y CAGR: +7.1%
  • 3Y CAGR vs category: -2.0% vs category avg

FundScore breakdown

52/100 · Average
How it works →
27
Returns
Weak
66
Consistency
Decent
29
Risk-adjusted
Weak
83
Downside protection
Excellent
70
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

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