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ICICI Prudential ESG Exclusionary Strategy Fund - Direct Plan - Growth

ICICI Prudential Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
1,335 cr
TER direct / regular
1.14% / 2.20%
CAGR (full)
13.4%
Sharpe (full)
0.57
Sharpe (bull ≤Sep-24)
3.64
Sharpe (sideways Oct-24→)
-0.51
Max drawdown
-15.9%
Months of data
70
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2020202120222023202420252026100194288Fund (NAV=100)Risk-free 6%/yrCategory median (Thematic)

Drawdown

2020202120222023202420252026-16-80Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2214.6%-6.5%0.7512
FY230.6%-2.7%-0.4012
FY2441.8%-4.5%3.1212
FY2513.5%6.4%0.4912
FY26-5.2%-4.0%-0.7312
FY27*12.5%-5.8%1.705
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2020+7.4+5.4+13.2
2021-1.9+3.3+2.5+0.4+5.9+4.6+3.4+3.1+0.4-0.1+0.4+0.3+24.4
2022-5.3-2.8+4.0-3.3-2.5-3.9+7.6+2.8-0.7+3.9+1.9-3.1-2.3
2023-0.1-1.2-0.1+2.6+4.2+4.8+3.9+1.2+1.5-1.4+7.2+7.1+33.5
2024+3.4+2.6-1.4+2.8-0.1+7.5+6.4+4.4+3.7-5.3-1.4-0.9+23.2
2025-1.7-7.3+5.9+4.7+3.3+2.2-2.1-1.3+1.3+4.1-0.4-0.7+7.5
2026-3.8-1.2-10.5+8.7-1.7+2.4+2.7+0.0-4.3

Quarterly average AUM & estimated net flows

20202021202220232024202520261,2301,5571,885AUM (quarter avg), ₹cr
-198192
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.