ICICI Prudential Large Cap Fund

Current Fund Size :

₹ 9.31 Lakh

₹120.87

NAV

15.78% p.a.

Overall Return

-0.8%

1-Day Change

0.86%

Expense Ratio

₹ 71,840 Cr

AUM (Fund Size)

12+ yrs

Fund Age

Investment Policy

Benchmark

NIFTY 100 TRI

Risk Level

High Risk

Min. Investment

SIP: ₹500 & Lumpsum: ₹1000

Exit Load

1.0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

12 yrs 8 m since Jan 01, 2013

Current Value (Example)

₹ 9.31 Lakh

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 HDFC Bank Ltd. Financial Equity 9.63%
2 ICICI Bank Ltd. Financial Equity 8.52%
3 Reliance Industries Ltd. Energy Equity 6.55%
4 Larsen & Toubro Ltd. Construction Equity 6.27%
5 Maruti Suzuki India Ltd. Automobile Equity 4.50%
6 Bharti Airtel Ltd. Communication Equity 4.48%
7 Ultratech Cement Ltd. Construction Equity 3.76%
8 Axis Bank Ltd. Financial Equity 3.70%
9 Infosys Ltd. Technology Equity 3.48%
10 Sun Pharmaceutical Industries Ltd. Healthcare Equity 2.57%
11 Mahindra & Mahindra Ltd. Automobile Equity 2.30%
12 NTPC Ltd. Energy Equity 2.28%
13 Hero Motocorp Ltd. Automobile Equity 2.11%
14 Asian Paints Ltd. Chemicals Equity 1.84%
15 Interglobe Aviation Ltd. Services Equity 1.74%
16 ICICI Prudential Life Insurance Company Ltd. Insurance Equity 1.41%
17 ITC Ltd. Consumer Staples Equity 1.32%
18 Oil And Natural Gas Corporation Ltd. Energy Equity 1.29%
19 SBI Life Insurance Company Ltd. Insurance Equity 1.28%
20 HDFC Asset Management Company Ltd. Financial Equity 1.16%
21 HDFC Life Insurance Co Ltd. Insurance Equity 1.14%
22 Power Grid Corporation Of India Ltd. Energy Equity 1.14%
23 DLF Ltd. Construction Equity 1.12%
24 Cummins India Ltd. Capital Goods Equity 0.96%
25 Procter & Gamble Hygiene and Health Care Ltd. Consumer Staples Equity 0.88%
26 Bharat Petroleum Corporation Ltd. Energy Equity 0.86%
27 Tata Motors Ltd. Automobile Equity 0.71%
28 Dr. Reddy's Laboratories Ltd. Healthcare Equity 0.64%
29 Avenue Supermarts Ltd. Services Equity 0.62%
30 HCL Technologies Ltd. Technology Equity 0.61%
31 United Breweries Ltd. Consumer Staples Equity 0.60%
32 Hyundai Motor India Ltd. Automobile Equity 0.60%
33 Zydus Lifesciences Ltd. Healthcare Equity 0.58%
34 Tech Mahindra Ltd. Technology Equity 0.57%
35 United Spirits Ltd. Consumer Staples Equity 0.57%
36 Tata Consultancy Services Ltd. Technology Equity 0.54%
37 Shree Cement Ltd. Construction Equity 0.53%
38 Lupin Ltd. Healthcare Equity 0.52%
39 Bank Of Baroda Financial Equity 0.50%
40 ABB India Ltd. Capital Goods Equity 0.48%
41 Aurobindo Pharma Ltd. Healthcare Equity 0.47%
42 Hindalco Industries Ltd. Metals & Mining Equity 0.44%
43 Info Edge (India) Ltd. Services Equity 0.42%
44 Tata Steel Ltd. Metals & Mining Equity 0.41%
45 Union Bank of India Financial Equity 0.40%
46 Page Industries Ltd. Textiles Equity 0.40%
47 Wipro Ltd. Technology Equity 0.39%
48 Siemens Ltd. Capital Goods Equity 0.38%
49 Hindustan Aeronautics Ltd. Capital Goods Equity 0.36%
50 Bajaj Auto Ltd. Automobile Equity 0.35%
51 Vedanta Ltd. Metals & Mining Equity 0.28%
52 NHPC Ltd. Energy Equity 0.28%
53 Indian Oil Corporation Ltd. Energy Equity 0.20%
54 Cipla Ltd. Healthcare Equity 0.15%
55 Ashok Leyland Ltd. Automobile Equity 0.14%
56 TVS Motor Company Ltd. Automobile Equity 0.12%
57 Oil India Ltd. Energy Equity 0.12%
58 Tata Power Company Ltd. Energy Equity 0.10%
59 Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) Communication PPE 0.09%
60 Life Insurance Corporation of India Insurance Equity 0.09%
61 Gillette India Ltd. Consumer Staples Equity 0.08%
62 Gujarat Pipavav Port Ltd. Services Equity 0.05%
63 LTIMindtree Ltd. Technology Equity 0.05%
64 Birla Corporation Ltd. Construction Equity 0.02%

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 Large Cap Fund -1.49% 20.19% 22.62% 11.74 0.91 0.93 1.65 71,840 Cr 12 yrs 8 m 0.86%
2 Nippon India Large Cap Fund -0.13% 21.58% 26.03% 11.89 0.92 1.06 1.78 45,012 Cr 12 yrs 8 m 0.69%
3 Canara Robeco Large Cap Fund -2.11% 17.51% 19.53% 11.56 0.91 0.77 1.24 16,281 Cr 12 yrs 8 m 0.47%
4 Baroda BNP Paribas Large Cap Fund -7.08% 18.14% 19.85% 12.67 0.98 0.75 1.16 2,646 Cr 12 yrs 8 m 0.76%
5 Edelweiss Large Cap Fund -4.94% 18.08% 20.0% 12.17 0.96 0.76 1.21 1,287 Cr 12 yrs 8 m 0.61%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 1.06% 0.74%
2 3 Months -1.37% -2.65%
3 6 Months 7.13% 6.19%
4 1 Year -1.49% -3.8%
5 2 Years 18.44% 15.65%
6 3 Years 20.19% 16.75%
7 4 Years 14.66% 11.32%
8 5 Years 22.62% 19.55%
9 7 Years 15.93% 14.56%
10 10 Years 15.5% 13.8%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 ICICI Prudential Infrastructure Fund 7,645 Cr -4.05% 37.46% View Detail
2 ICICI Prudential BHARAT 22 FOF Scheme 2,265 Cr -8.87% 34.72% View Detail
3 ICICI Prudential India Opportunities Fund 29,871 Cr -0.39% 33.05% View Detail
4 ICICI Prudential Commodities Fund 2,919 Cr -0.32% 32.98% View Detail
5 ICICI Prudential Dividend Yield Equity Fund 5,779 Cr -1.88% 30.46% View Detail
6 ICICI Prudential Manufacturing Fund 6,490 Cr -2.69% 29.79% View Detail

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