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Snapshot
Snapshot
ICICI Pru Rural Opportunities Fund - Regular (IDCW)
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Summary
Fund Name : ICICI Prudential Mutual Fund
Scheme Name : ICICI Pru Rural Opportunities Fund - Regular (IDCW)
AMC : ICICI Prudential Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 09-Jan-25
Fund Manager : Priyanka Khandelwal
Net Assets:(Rs. cr) 2104.39
 
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 -1.30 -3.36 -7.32 -8.75 -2.39 NA NA 4.77
Category Avg 0.44 0.25 0.55 -2.27 2.80 16.12 14.45 12.78
Category Best 4.90 11.33 17.47 17.68 24.41 31.20 25.52 42.38
Category Worst -1.30 -9.94 -12.30 -20.20 -15.58 0.31 2.24 -16.19
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 [%]
1.0178 4.8894 -0.3452 6.5228 -0.0159
Asset Allocation
Holdings
Company Name% Hold
Bharti Airtel 9.54
Hind. Unilever 7.39
M & M 5.04
HDFC Bank 4.99
SBI 4.93
Maruti Suzuki 4.01
ITC 3.92
NTPC 3.84
UltraTech Cem. 3.70
Bajaj Auto 3.68
Life Insurance 3.31
Britannia Inds. 2.81
TVS Motor Co. 2.56
Colgate-Palmoliv 2.46
Havells India 2.10
Godrej Consumer 2.10
LIC Housing Fin. 1.88
Nestle India 1.85
I R C T C 1.84
HDFC Life Insur. 1.76
Cholaman.Inv.&Fn 1.76
Hyundai Motor I 1.53
Dhanuka Agritech 1.40
SBI Life Insuran 1.37
Bajaj Finance 1.11
Deepak Fertilis. 1.06
Blue Star 0.97
ICICI Bank 0.97
Voltas 0.97
Ashok Leyland 0.94
Kotak Mah. Bank 0.93
Tata Motors 0.93
JK Lakshmi Cem. 0.91
Paradeep Phosph. 0.91
HDB FINANC SER 0.83
Emami 0.69
Sundaram Finance 0.65
Asian Paints 0.51
G S F C 0.50
Crompton Gr. Con 0.45
Dabur India 0.41
Birla Corpn. 0.36
ICICI Pru Life 0.30
Sumitomo Chemi. 0.27
Kansai Nerolac 0.22
Coromandel Inter 0.20
Max Financial 0.12
TBILL-364D 0.95
TREPS 2.97
Net CA & Others -0.08
Cash Margin - Derivatives 1.19
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