ICICI Prudential Rural Opportunities Fund

Current Fund Size :

N.A.

₹11.43

NAV

13.96%

Overall Return

-0.87%

1-Day Change

0.94%

Expense Ratio

₹ 1,831 Cr

AUM (Fund Size)

8+ mos

Fund Age

Investment Policy

Benchmark

Nifty Rural TRI

Risk Level

High Risk

Min. Investment

SIP: ₹500 & Lumpsum: ₹5000

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

8 m since Jan 09, 2025

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 Bharti Airtel Ltd. Communication Equity 8.65%
2 Hindustan Unilever Ltd. Consumer Staples Equity 8.19%
3 ITC Ltd. Consumer Staples Equity 7.36%
4 Mahindra & Mahindra Ltd. Automobile Equity 5.46%
5 NTPC Ltd. Energy Equity 5.03%
6 State Bank of India Financial Equity 4.65%
7 Nestle India Ltd. Consumer Staples Equity 4.22%
8 TVS Motor Company Ltd. Automobile Equity 3.67%
9 Britannia Industries Ltd. Consumer Staples Equity 2.74%
10 SBI Life Insurance Company Ltd. Insurance Equity 2.62%
11 Colgate-Palmolive (India) Ltd. Consumer Staples Equity 2.54%
12 HDFC Bank Ltd. Financial Equity 2.43%
13 LIC Housing Finance Ltd. Financial Equity 2.16%
14 Life Insurance Corporation of India Insurance Equity 2.15%
15 Maruti Suzuki India Ltd. Automobile Equity 1.95%
16 Indian Railway Catering & Tourism Corporation Ltd. Services Equity 1.93%
17 Bajaj Auto Ltd. Automobile Equity 1.81%
18 HDFC Life Insurance Co Ltd. Insurance Equity 1.48%
19 Cholamandalam Investment and Finance Company Ltd. Financial Equity 1.47%
20 Dabur India Ltd. Consumer Staples Equity 1.47%
21 JK Lakshmi Cement Ltd. Construction Equity 1.43%
22 Asian Paints Ltd. Chemicals Equity 1.37%
23 Ashok Leyland Ltd. Automobile Equity 1.19%
24 Havells India Ltd. Capital Goods Equity 1.17%
25 Kotak Mahindra Bank Ltd. Financial Equity 1.07%
26 Bank Of Baroda Financial Equity 0.91%
27 Hero Motocorp Ltd. Automobile Equity 0.89%
28 Marico Ltd. Consumer Staples Equity 0.87%
29 Indian Bank Financial Equity 0.84%
30 Ultratech Cement Ltd. Construction Equity 0.76%
31 Godrej Consumer Products Ltd. Consumer Staples Equity 0.68%
32 Gujarat State Fertilizers & Chemicals Ltd. Chemicals Equity 0.67%
33 Birla Corporation Ltd. Construction Equity 0.56%
34 Max Financial Services Ltd. Financial Equity 0.53%
35 Axis Bank Ltd. Financial Equity 0.51%
36 Voltas Ltd. Consumer Discretionary Equity 0.51%
37 HDB Financial Services Ltd. Financial Equity 0.51%
38 NHPC Ltd. Energy Equity 0.51%
39 SBI Cards And Payment Services Ltd. Financial Equity 0.48%
40 Deepak Fertilisers And Petrochemicals Corporation Ltd. Chemicals Equity 0.47%
41 Blue Star Ltd. Consumer Discretionary Equity 0.46%
42 Escorts Kubota Ltd. Automobile Equity 0.46%
43 Emami Ltd. Consumer Staples Equity 0.42%
44 Crompton Greaves Consumer Electricals Ltd. Consumer Discretionary Equity 0.41%
45 ICICI Prudential Life Insurance Company Ltd. Insurance Equity 0.40%
46 Bayer CropScience Ltd. Chemicals Equity 0.14%

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 Rural Opportunities Fund N.A. N.A. N.A. N.A. N.A. N.A. N.A. 1,831 Cr 8 m 0.94%
2 ICICI Prudential Manufacturing Fund -2.69% 28.09% 29.79% 16.26 1.13 1.09 1.58 6,490 Cr 7 yrs 0.73%
3 Sundaram Services Fund 1.21% 20.02% 25.84% 12.58 0.87 0.89 1.57 4,333 Cr 7 yrs 1 m 0.74%
4 ICICI Prudential Exports and Services Fund -2.35% 21.4% 24.73% 11.25 0.80 1.16 2.49 1,369 Cr 12 yrs 8 m 1.69%
5 ICICI Prudential Commodities Fund -0.32% 22.09% 32.98% 15.05 0.98 0.87 1.40 2,919 Cr 6 yrs 0.99%
6 UTI Transportation and Logistics Fund 2.12% 26.37% 28.23% 16.11 1.03 0.95 1.32 3,741 Cr 12 yrs 8 m 0.83%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 1.15% 1.76%
2 3 Months 2.24% 0.68%
3 6 Months 13.17% 13.25%

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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