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Snapshot
Snapshot
ICICI Pru Energy Opportunities Fund - Reg (G)
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Summary
Fund Name : ICICI Prudential Mutual Fund
Scheme Name : ICICI Pru Energy Opportunities Fund - Reg (G)
AMC : ICICI Prudential Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 02-Jul-24
Fund Manager : Nitya Mishra
Net Assets:(Rs. cr) 10268.79
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.85 0.38 6.73 3.77 7.95 NA NA 3.38
Category Avg 1.00 0.38 4.07 5.36 3.81 17.66 20.25 15.05
Category Best 2.34 4.26 11.76 16.62 23.62 31.45 32.83 43.47
Category Worst -0.85 -4.75 -5.55 -4.86 -16.58 0.85 7.62 -18.90
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.7798 4.8839 -0.0197 13.3040 0.0281
Asset Allocation
Holdings
Company Name% Hold
Reliance Industr 10.48
NTPC 9.40
I O C L 8.91
B P C L 7.06
O N G C 5.95
Tata Power Co. 3.17
Oil India 2.95
Coal India 2.89
Larsen & Toubro 2.09
Power Grid Corpn 1.85
Kalpataru Proj. 1.85
Guj.St.Petronet 1.84
C P C L 1.59
GAIL (India) 1.56
Power Mech Proj. 1.54
Inox Wind 1.50
NLC India 1.31
Techno Elec.Engg 1.27
M R P L 1.24
B H E L 1.18
Siemens Ener.Ind 1.16
Petronet LNG 1.16
R R Kabel 1.14
KSB 1.11
Inox India 1.05
Triveni Turbine 0.96
Indian Energy Ex 0.92
CESC 0.90
H P C L 0.90
Ratnamani Metals 0.88
Premier Energies 0.87
Apar Inds. 0.78
Volt.Transform. 0.77
Mahanagar Gas 0.76
Chemplast Sanmar 0.75
JSW Energy 0.75
Thermax 0.64
TD Power Systems 0.61
Universal Cables 0.56
V-Guard Industri 0.55
Torrent Power 0.54
KEI Industries 0.49
A B B 0.47
Atlanta Electric 0.46
Kirloskar Oil 0.43
Cummins India 0.41
Engineers India 0.38
Supreme Petroch. 0.33
Gulf Oil Lubric. 0.33
REC Ltd 0.31
Castrol India 0.30
Siemens 0.27
Ingersoll-Rand 0.24
Polycab India 0.17
Tube Investments 0.15
Indraprastha Gas 0.15
Havells India 0.11
Oswal Pumps 0.10
ACME Solar Hold. 0.05
NHPC Ltd 0.03
Graphite India 0.03
Honeywell Auto 0.03
TBILL-91D 0.76
TBILL-364D 0.49
TREPS 5.92
Net CA & Others -1.06
Cash Margin - Derivatives 0.29
Petroleo Brasileiro Sa - Petro-Adr 0.95
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