ICICI Prudential Constant Maturity Gilt Fund

Current Fund Size :

₹ 7.21 Lakh

₹25.46

NAV

8.8% p.a.

Overall Return

-0.11%

1-Day Change

0.24%

Expense Ratio

₹ 2,535 Cr

AUM (Fund Size)

11+ yrs

Fund Age

Investment Policy

Benchmark

Crisil 10-Year Gilt

Risk Level

Moderate Risk

Min. Investment

SIP: ₹1000 & Lumpsum: ₹5000

Exit Load

0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

LTCG (After 1 Year)

Age of Fund

11 yrs 1 m since Aug 25, 2014

Current Value (Example)

₹ 7.21 Lakh

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 GOI Sovereign GOI Sec 24.95%
2 GOI Sovereign GOI Sec 12.29%
3 GOI Sovereign GOI Sec 4.94%
4 GOI Sovereign GOI Sec 1.90%
5 GOI Sovereign GOI Sec 0.98%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 ICICI Prudential Constant Maturity Gilt Fund 7.68% 8.49% 6.16% 2.76 0.73 0.48 0.82 2,535 Cr 11 yrs 1 m 0.24%
2 SBI Magnum Constant Maturity Fund 7.04% 8.4% 6.1% 2.79 0.75 0.43 0.71 1,853 Cr 12 yrs 8 m 0.31%
3 Bandhan Government Securities Fund Constant Maturity Plan 7.54% 8.57% 5.98% 2.87 0.78 0.48 0.79 346 Cr 12 yrs 8 m 0.14%
4 UTI Gilt Fund with 10 year Constant Duration 7.17% 8.41% 5.04% 2.71 0.73 0.47 0.80 146 Cr 3 yrs 2 m 0.22%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 1.08% 1.16%
2 3 Months 0.17% 0.26%
3 6 Months 3.11% 3%
4 1 Year 7.68% 7.36%
5 2 Years 8.89% 8.9%
6 3 Years 8.49% 8.47%
7 4 Years 6.2% 6.17%
8 5 Years 6.16% 6.08%
9 7 Years 8.69% 8.56%
10 10 Years 8.36% 8.36%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 ICICI Prudential Income Plus Arbitrage Active FoF 1,631 Cr 5.32% View Detail
2 ICICI Prudential Credit Risk Fund 5,993 Cr 9.51% View Detail
3 ICICI Prudential Nifty G-Sec Dec 2030 Index Fund 892 Cr 8.55% View Detail
4 ICICI Prudential Medium Term Bond Fund 5,704 Cr 9.27% View Detail
5 ICICI Prudential All Seasons Bond Fund 14,848 Cr 8.25% View Detail

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