ICICI Prudential Nifty 200 Momentum 30 Index Fund

Direct · Growth
₹16.93
18 Aug 2026
NAV
16.0%
3Y CAGR
16.9%
Weighted CAGR
?
4.42
Sharpe
-31.8%
Max Drawdown
?
0.32%
TER

If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.

Duration Invested Median Value XIRR Min XIRR Max XIRR
1 Year ₹12.00 L ₹12.50 L 20.6% -40.5% 89.0%
3 Years ₹36.00 L ₹40.67 L 7.5% -3.5% 17.2%

SIP returns vs benchmark & category

Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.

Duration Fund SIP XIRR NIFTY 50 Category avg Fund edge
1 Year 20.6% 14.4% 9.4% +6.2%
3 Years 7.5% 11.1% 12.3% -3.7%

Duration Mean Median Min Max Sharpe Sortino % Positive Cat. Mean Cat. Median
1 Year 19.5% 10.0% -21.6% 74.6% 0.43 1.26 62%
3 Years 16.0% 16.3% 10.8% 21.2% 4.42 100%

-31.8%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-10.3%
Avg Drawdown

Calmar Ratio by Duration

0.61
1Y
0.50
3Y

Compared against NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Bench CAGR
1 Year +6.12 1.20 117.5% 110.0% 1.4% -2.9%
3 Years +4.75 1.23 123.2% 118.7% 12.8% 7.8%
5 Years +4.15 1.17 117.4% 111.9% 10.8% 6.6%
7 Years +3.23 1.17 117.4% 111.9% 7.6% 4.7%
10 Years +2.57 1.17 117.4% 111.9% 5.3% 3.3%
12 Years +2.30 1.17 117.4% 111.9% 4.4% 2.7%
15 Years +2.06 1.17 117.4% 111.9% 3.5% 2.2%

29
Total Holdings
49.2%
Top 10 Weight
13
Sectors
# Stock % of NAV
1 Laurus Labs Ltd. 5.79%
2 Shriram Finance Ltd. 5.15%
3 Tata Steel Ltd. 5.01%
4 Hindalco Industries Ltd. 5.01%
5 Cummins India Ltd. 4.98%
6 NTPC Ltd. 4.88%
7 Multi Commodity Exchange Of India Ltd. 4.76%
8 BSE Ltd. 4.71%
9 Adani Power Ltd. 4.62%
10 Ge Vernova T&D India Ltd. 4.29%