Icici Prudential Passive Multi-Asset Fund of Fund

Icici PrudentialFund of FundsFund of Funds (FOF)33 HoldingsHigh
NAV
15.88Net Asset Value per unit
AUM
₹1,579 CrAssets Under Management
Expense Ratio
0.59%Low · Annual fee charged
Since Inception
+11.1%CAGRCompounded annual growth
Top Sector
Mutual Fund / ETFHighest portfolio allocation

🎯Investment Objective

The primary objective of the Scheme is to generate Long term wealth creation by investing in equity, debt, gold and global index funds/exchange traded funds.

Source: Icici Prudential Passive Multi-Asset Fund of Fund scheme information document

💡The investment objective is the fund's stated purpose. A fund promising “capital appreciation through equity investments” behaves very differently from one promising “regular income through debt instruments.”

Asset Allocation

Equity169.7%
Equity169.7%
Fixed Income/Cash1.4%
Commodity1.9%

Quarterly comparison data not available.

This fund has over 80% in equity — it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.

Sector Allocation

⚠️ High concentration — the top 3 sectors account for 167.0% of this fund. If these sectors face headwinds simultaneously, the fund will feel it. This is common in thematic or sectoral funds but unusual for diversified funds.

Holdings-Based Style Box

Value
Blend
Growth
Large
Mid
Small

This fund sits in the Mid-Value quadrant based on its holdings characteristics.

The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Value’ tilt means holdings trade at lower valuations (P/E, P/B) relative to earnings — the fund manager is looking for underpriced stocks.

📖 What do Large/Mid/Small Cap mean? →

Key Metrics

₹1,579 CrCategory avg: ₹5,000 Cr
Mid-sized fund
💡 A mid-sized fund with ₹1,579 Cr in assets. Adequate size for most strategies without liquidity concerns.
0.59%Category avg: 0.82%
Below average
💡 This fund charges less than most peers. On a ₹10L investment, you save ~₹2,300/year vs. the average fund.
Data not available
Data not available
Data not available
Data not available
Data not available

Fund DNA

Fund DNA analysis is not available yet — data enrichment pending.

Portfolio Holdings33 positions

💡Reading the Holdings Table

The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves — increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.

📖 Learn: Diversification & Asset Allocation →
#CompanySectorAllocationWeight (%)3M ChangeView
1Units of Mutual FundsMutual Fund / ETF
73.0%
2ICICI Pru Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund-Direct-GrowthCapital Markets
16.5%
3ICICI Prudential Nifty 10 Year Benchmark G-Sec ETFCapital Markets
14.8%
4ICICI Prudential Nifty Private Bank ETFCapital Markets
7.3%
5ICICI Prudential Nifty Bank ETFCapital Markets
5.1%
6ICICI Prudential Nifty IT ETFCapital Markets
4.4%
7ISHARES MSCI JAPAN ETFFinancial Services
4.4%
8ICICI Prudential Nifty Oil & Gas ETFCapital Markets
3.4%
9ISHARES MSCI CHINA ETFFinancial Services
3.4%
10ICICI Prudential Nifty Infrastructure ETFCapital Markets
3.3%

Check Holdings Overlap

Sign in to see if this fund's holdings overlap with stocks already in your portfolio. Knowing your total exposure helps avoid accidental over-concentration.

Sign In to Check Overlap

Returns

1M3M6M1Y3Y CAGR5Y CAGR
+9.58%+13.1%

Performance

Historical NAV data not available for this fund.

This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 11.1%.

Investment Calculator

Estimate future value based on Icici Prudential Passive Multi-Asset Fund of Fund's historical returns

1102030
Invested
₹6.00 L
Est. Value
₹8.50 L
Wealth
₹2.50 L
1.4× in 5yr
Growth ProjectionIcici Prudential P… vs NIFTY 50

⚠️ Important Disclaimer

This projection uses past returns (13.1% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.

💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging — buying more units when markets dip. Over 5 years, this smooths out volatility.

👤Fund Manager

Fund manager information is not available for this fund.

All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.