Mutual Funds

ICICI Prudential Bond Fund- Institutional Monthly Dividend

ICICI Prudential Mutual FundMedium-Long DurationLow Risk
₹10.64-0.07 (-0.69%)

NAV as on 2020-04-24 · Debt · Medium-Long Duration

AUM

₹2,912 Cr

1Y Return

+8.0%

3Y CAGR

+5.3%

5Y CAGR

+5.7%

Expense

1.03%

Risk

Low

ICICI Prudential Bond Fund- Institutional Monthly Dividend
₹10.64-0.69%

1Y Return

+8.0%

3Y CAGR

+5.3%

5Y CAGR

+5.7%

Since Inception

+0.3%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹10.22
₹10.83

70% from 52W low

Fund Information

Medium-Long DurationDebtSince 24-11-2008

Fund House

ICICI Prudential Mutual Fund

Category

Debt - Medium-Long Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash19.3%
Other0.3%

Market Cap Split

Top Holdings

57 stocks
Weight1M Change
1

7.34% Gs 2064

13.85%0.0%
2

6.90% Gs 2065

9.36%-20.4%
3

HDFC Bank Limited

6.04%0.0%
4

TREPS (Cash)

5.10%0.0%
5

Net Receivables

4.58%0.0%
6

Summit Digitel Infrastructure Limited

4.26%0.0%
7

National Bank For Agriculture And Rural Development

4.03%+100.0%
8

LIC Housing Finance Ltd

3.67%0.0%
9

Punjab National Bank

3.40%0.0%
10

Bank Of Baroda

3.40%0.0%

Risk Metrics (3Y)

Sharpe Ratio

-0.42

Cat avg: -0.05

Sortino Ratio

-0.56

Cat avg: -0.02

Beta

0.58

Cat avg: 1.03

Std Deviation

2.14%

Cat avg: 2.49%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
ICICI Pru Bond Instl Mn IDCW-P2,9121.03+8.0%+5.3%+5.7%
ICICI Pru Bond Bns2,9121.03+2.0%+7.1%-
SBI Medium to Long Dur IDCW-R2,0341.50+3.1%+6.5%+5.6%
Aditya BSL Income Reg IDCW-P1,9661.11+1.5%+5.5%+4.9%
Kotak Bond Reg Qtrly IDCW-P1,9631.65+5.9%+8.9%+5.5%
HDFC Income Qt IDCW-P8561.44+2.1%+6.2%+4.8%
Bandhan Medium to Lg Dur Reg HY IDCWP4511.99+2.8%+5.5%+4.4%
Nippon India Mdm to Lg Dur Ann IDCW-P3871.53+1.6%+5.5%+4.8%
UTI Medium to Long Dur Ann Reg IDCW-P3001.62+0.3%+5.3%+7.5%
LIC MF Medium to Long Dur IDCW-P1890.50+3.0%+6.6%+5.3%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹2,912 Cr
Expense Ratio1.03%
Volatility (3Y)2.1%
Sharpe Ratio-0.42
Sortino Ratio-0.56
Beta0.58
Min SIP₹500
Min Lumpsum₹5,000
Holdings57

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.