How to check the XIRR of ICICI Prudential Business Cycle Fund Growth?

You can track the exact XIRR and portfolio overlapping of ICICI Prudential Business Cycle Fund Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for ICICI Prudential Business Cycle Fund Growth?

Use the MutualSaathi Portfolio Analyzer to compare ICICI Prudential Business Cycle Fund Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

ICICI Prudential Business Cycle Fund Growth

ICICI Prudential Mutual Fund

Expense Ratio: 1.68

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty 500 TRI

Inception: 29-12-2020

Exit Load: Nil

Fund Size:₹15,869.69 Cr

Performance

Fund-6.42%

Cat. Avg.N/A

Fund0.23%

Cat. Avg.N/A

Fund12.90%

Cat. Avg.N/A

Fund12.45%

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund16.13%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	HDFC Bank Ltd.	Equity	Listed	Large Cap	Banks	1571.56	9.72%
2	ICICI Bank Ltd.	Equity	Listed	Large Cap	Banks	1238.96	7.66%
3	Larsen & Toubro Ltd.	Equity	Listed	Large Cap	Construction	1132.48	7.00%
4	Reliance Industries Ltd.	Equity	Listed	Large Cap	Petroleum Products	861.43	5.33%
5	Maruti Suzuki India Ltd.	Equity	Listed	Large Cap	Automobiles	694.24	4.29%
6	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	655.61	4.05%
7	Axis Bank Ltd.	Equity	Listed	Large Cap	Banks	562.76	3.48%
8	Kotak Mahindra Bank Ltd.	Equity	Listed	Large Cap	Banks	532.91	3.30%
9	Bharti Airtel Ltd.	Equity	Listed	Large Cap	Telecom - Services	498.92	3.08%
10	Xtrackers Harvest CSI 300 China A-Shares ETF	Mutual Fund	Foreign ETF		Financial Services	486.28	3.01%

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6.21%

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6.96%

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Fund Details

Bandhan Liquid Fund - Unclaimed Redemption Less Than 3 Years

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DSP Small Cap Fund - Regular - Growth

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Fund Details

DSP Small Cap Fund - Regular - Growth

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ICICI Prudential NIFTY 100 Low Volatility 30 ETF

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Fund Details

ICICI Prudential NIFTY 100 Low Volatility 30 ETF

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	57529	-4.1%	-8.4%
2Y	07 Nov, 24	1.20 L.	1.19 L.	-1.0%	-1.0%
3Y	07 Nov, 23	1.80 L.	1.88 L.	+4.4%	+2.9%
5Y	08 Nov, 21	3 L.	3.95 L.	+31.7%	+11.2%
SI	08 Feb, 21	3.45 L.	4.88 L.	+41.5%	+12.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	93584	-6.4%	-6.4%
2Y	16 Oct, 24	1 L.	1.00 L.	+0.5%	+0.2%
3Y	16 Oct, 23	1 L.	1.44 L.	+43.9%	+12.9%
5Y	18 Oct, 21	1 L.	1.78 L.	+78.2%	+12.3%
SI	19 Jan, 21	1 L.	2.36 L.	+136.1%	+16.1%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.