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Asset Size:3036Cr
Expense Ratio:2.13%
Fund Manager(s):Roshan Chutkey,
5year Returns:22.08%

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ICICI Prudential Banking and Financial Services Fund Retail Growth

Equity | Sector - Financial Services

Nav : 66.01 ( -0.71%) April 18th, 2019

People currently viewing this : 1

Rank (of 245)

2

Annualized Returns(5 yrs)

22.08%

Investment Horizon

>5 Yr

Doubled Money

3yrs 6m

Returns since August 22nd, 2008

19.38%

Amount Invested

57.2L

Projected Wealth Gained

2.6Cr

Projected Maturity Amount

3.2Cr

Equity | Sector - Financial Services

Nav : 66.01 ( -0.71%) April 18th, 2019

People currently viewing this : 1

Upwardly's Take :

Invest in this fund only if you are very bullish on growth prospects of financial services companies. Sector funds do tend to be cyclical in nature.

Ideal for medium-term to long term goals like retirement, children's education etc. Invest in this funds to build wealth for the long term.

Amount Invested

57.2L

Projected Wealth Gained

2.6Cr

Projected Maturity Amount

3.2Cr

Rank (of 245)

2

Annualized Returns(5 yrs)

22.08%

Investment Horizon

>5 Yr

Doubled Money

3yrs 6m

Returns since August 22nd, 2008

19.38%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services.

Basic Details
Fund House
ICICI Prudential
Launch Date
August 22nd, 2008
Expense Ratio
2.13%
Fund Category Risk
High
Std Dev (1Yr)
23.882
Std Dev (3Yr)
19.141
Std Dev (5Yr)
19.951
Asset Size
3036Cr
Investment Details
Investment Plan
Growth
Return since Launch
19.38 %
Exit Load
1% if withdrawn within 15 Day(s)
No exit load if withdrawn after 15 Day(s)
Contact Details
Fund Manager(s)
Phone No.
+91 22 26428000