Mutual Funds

ICICI Prudential Short Term Fund - Institutional Plan - Dividend Monthly

ICICI Prudential Mutual FundShort DurationLow Risk
₹12.69+0.01 (+0.11%)

NAV as on 2019-07-03 · Debt · Short Duration

AUM

₹22.9K Cr

1Y Return

+5.9%

3Y CAGR

+5.4%

5Y CAGR

+6.1%

Expense

1.06%

Risk

Low

ICICI Prudential Short Term Fund
₹12.69+0.11%

1Y Return

+5.9%

3Y CAGR

+5.4%

5Y CAGR

+6.1%

Since Inception

+0.7%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹12.64
₹12.83

28% from 52W low

Fund Information

Short DurationDebtSince 02-04-2006

Fund House

ICICI Prudential Mutual Fund

Category

Debt - Short Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Market Cap Split

Top Holdings

114 stocks
Weight1M Change
1

National Bank For Agriculture And Rural Development

8.55%-4.7%
2

LIC Housing Finance Ltd

5.72%-10.2%
3

Small Industries Development Bank Of India

4.96%0.0%
4

Embassy Office Parks Reit

2.98%+4.9%
5

TREPS (Cash)

2.97%0.0%
6

Small Industries Dev Bank Of India

2.93%+8.9%
7

Net Receivables

2.82%0.0%
8

SHIVSHAKTI SECURITISATION TRUST

2.82%0.0%
9

Vedanta Limited

2.73%0.0%
10

Power Finance Corporation Limited

2.68%0.0%

Risk Metrics (3Y)

Sharpe Ratio

-0.64

Cat avg: 0.38

Sortino Ratio

-0.83

Cat avg: 0.71

Beta

1.11

Cat avg: 1.32

Std Deviation

1.76%

Cat avg: 1.44%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
ICICI Pru Short Term Instl Mn IDCW-P22,8521.06+5.9%+5.4%+6.1%
ICICI Pru Short Term Bns22,8521.06+9.4%+7.4%+8.1%
Kotak Bond S/T Reg HY IDCW-P17,4611.12+5.3%+8.4%-
HDFC S/T Debt Ft IDCW-P17,2710.70+5.7%+7.3%+6.1%
SBI Short Term Debt Reg Fr IDCW-P14,5800.85+5.6%+7.0%+5.9%
Aditya BSL Short Term Reg IDCW-P9,3860.99+5.2%+6.4%+5.6%
Bandhan Short Duration Reg Fr IDCW-P8,6120.83+5.8%+7.1%+5.6%
Nippon India Short Dur IDCW-P8,3670.93+9.4%+11.5%+9.7%
Axis Short Duration Bns8,3420.91+9.7%+7.6%+8.1%
HSBC Short Duration Ann IDCW-P4,3080.69+5.0%+6.3%+5.1%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹22.9K Cr
Expense Ratio1.06%
Volatility (3Y)1.8%
Sharpe Ratio-0.64
Sortino Ratio-0.83
Beta1.11
Min SIP₹500
Min Lumpsum₹5,000
Holdings0

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.