How to check the XIRR of ICICI Prudential Active Momentum Fund - Direct Plan - Growth?

You can track the exact XIRR and portfolio overlapping of ICICI Prudential Active Momentum Fund - Direct Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

ICICI Prudential Active Momentum Fund - Direct Plan - Growth

Q: How to check portfolio overlap for ICICI Prudential Active Momentum Fund - Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare ICICI Prudential Active Momentum Fund - Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

ICICI Prudential Mutual Fund

Expense Ratio: 0.96

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 08-07-2025

Exit Load: Nil

Fund Size:₹1,432.48 Cr

Performance

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10Y

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Fund9.41%

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	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	169.49	9.85%
2	Sun Pharmaceutical Industries Ltd.	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	65.96	3.83%
3	NTPC Ltd.	Equity	Listed	Large Cap	Power	61.93	3.60%
4	Multi Commodity Exchange Of India Ltd.	Equity	Listed		Capital Markets	57.20	3.32%
5	Titan Company Ltd.	Equity	Listed	Large Cap	Consumer Durables	50.49	2.93%
6	State Bank Of India	Equity	Listed	Large Cap	Banks	50.30	2.92%
7	Larsen & Toubro Ltd.	Equity	Listed	Large Cap	Construction	49.23	2.86%
8	Power Grid Corporation Of India Ltd.	Equity	Listed	Large Cap	Power	48.97	2.85%
9	HDFC Bank Ltd.	Equity	Listed	Large Cap	Banks	47.68	2.77%
10	Bharti Airtel Ltd.	Equity	Listed	Large Cap	Telecom - Services	45.88	2.67%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 Aug, 25	60000	62913	+4.9%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	28 Jul, 25	1 L.	1.09 L.	+9.4%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (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

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.