ICICI Prudential Nifty Auto Index Fund

Current Fund Size :

N.A.

₹21.28

NAV

28.67% p.a.

Overall Return

-1.02%

1-Day Change

0.4%

Expense Ratio

₹ 150 Cr

AUM (Fund Size)

3+ yrs

Fund Age

Investment Policy

Benchmark

NIFTY Auto TRI

Risk Level

High Risk

Min. Investment

SIP: ₹1000 & Lumpsum: ₹1000

Exit Load

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

3 yrs since Sep 22, 2022

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 Mahindra & Mahindra Ltd. Automobile Equity 23.99%
2 Maruti Suzuki India Ltd. Automobile Equity 16.47%
3 Tata Motors Ltd. Automobile Equity 11.85%
4 Bajaj Auto Ltd. Automobile Equity 8.12%
5 Eicher Motors Ltd. Automobile Equity 7.12%
6 TVS Motor Company Ltd. Automobile Equity 6.53%
7 Hero Motocorp Ltd. Automobile Equity 5.60%
8 Samvardhana Motherson International Ltd. Automobile Equity 3.48%
9 Ashok Leyland Ltd. Automobile Equity 3.08%
10 Bosch Ltd. Automobile Equity 2.95%
11 Tube Investments Of India Ltd. Automobile Equity 2.68%
12 Bharat Forge Ltd. Automobile Equity 2.50%
13 MRF Ltd. Automobile Equity 2.42%
14 Balkrishna Industries Ltd. Automobile Equity 1.56%
15 Exide Industries Ltd. Capital Goods Equity 1.53%

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 Nifty Auto Index Fund -1.55% N.A. N.A. N.A. N.A. N.A. N.A. 150 Cr 3 yrs 0.4%
2 ICICI Prudential BHARAT 22 FOF -8.87% 28.72% 34.72% 17.06 1.14 1.04 1.74 2,265 Cr 7 yrs 3 m 0.12%
3 Motilal Oswal Nifty Bank Index Fund 3.34% 13.75% 20.87% 13.12 0.99 0.41 0.89 607 Cr 6 yrs 1 m 0.26%
4 Kotak Nifty Financial Services Ex-Bank Index Fund 4.91% 15.03% 8.77% N.A. N.A. N.A. N.A. 68 Cr 2 yrs 2 m 0.22%
5 Navi Nifty India Manufacturing Index Fund -5.13% 22.69% 12.48% 15.20 1.05 0.84 1.20 63 Cr 3 yrs 1 m 0.41%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 6.05% 0.95%
2 3 Months 11.53% -4.4%
3 6 Months 25.1% 7.46%
4 1 Year -1.55% -3.96%
5 2 Years 28.38% 15.26%

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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