Mutual Funds

ICICI Prudential Short Term Fund - Direct Plan - Bonus

ICICI Prudential Mutual FundShort DurationLow Risk
₹40.96+0.01 (+0.03%)

NAV as on 2019-05-28 · Debt · Short Duration

AUM

₹22.9K Cr

1Y Return

+9.4%

3Y CAGR

+8.5%

5Y CAGR

+9.2%

Expense

0.45%

Risk

Low

ICICI Prudential Short Term Fund
₹40.96+0.03%

1Y Return

+9.4%

3Y CAGR

+8.5%

5Y CAGR

+9.2%

Since Inception

+3.6%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹37.41
₹40.96

100% from 52W low

Fund Information

Short DurationDebtSince 12-06-2014

Fund House

ICICI Prudential Mutual Fund

Category

Debt - Short Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash12.9%
Other0.3%

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

0.86

Cat avg: 0.38

Sortino Ratio

1.60

Cat avg: 0.71

Beta

1.26

Cat avg: 1.32

Std Deviation

1.92%

Cat avg: 1.44%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
ICICI Pru Short Term Dir Bns22,8520.45+9.4%+8.5%+9.2%
ICICI Pru Short Term Dir Mn IDCW-P22,8520.45+4.0%+6.9%+6.4%
Kotak Bond S/T Dir HY IDCW-P17,4610.39+6.2%+9.3%+8.1%
HDFC S/T Debt Dir Nor IDCW-P17,2710.40+6.2%+7.7%+6.6%
SBI Short Term Debt Dir Fr IDCW-P14,5800.40+6.1%+7.5%+6.4%
Aditya BSL Short Term Dir IDCW-P9,3860.36+5.9%+7.1%+5.8%
Bandhan Short Duration Dir Fr IDCW-P8,6120.34+6.3%+7.6%+6.1%
Nippon India Short Dur Dir IDCW-P8,3670.37+10.2%+12.2%+10.7%
Axis Short Duration Dir IDCW-P8,3420.38+6.6%+7.8%+6.8%
HSBC Short Duration Dir Ann IDCW-P4,3080.31+5.3%+6.7%+5.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹22.9K Cr
Expense Ratio0.45%
Volatility (3Y)1.9%
Sharpe Ratio0.86
Sortino Ratio1.60
Beta1.26
Min SIP₹500
Min Lumpsum₹5,000
Holdings188

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.