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ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan - Cumulative Option

ICICI Prudential Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
6,476 cr
CAGR (full)
19.5%
Sharpe (full)
0.86
Sharpe (bull ≤Sep-24)
3.44
Sharpe (sideways Oct-24→)
0.10
Max drawdown
-16.0%
Months of data
97
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

20182019202020212022202320242025202682275468Fund (NAV=100)Risk-free 6%/yrCategory median (Thematic)

Drawdown

201820192020202120222023202420252026-16-80Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2214.6%-6.5%0.5612
FY23-4.5%-7.8%-0.9612
FY2463.4%17.1%3.3212
FY2520.9%13.8%0.7412
FY262.0%3.2%-0.2712
FY27*18.9%0.6%2.905
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
2018+7.1-3.4-1.7-1.7-1.8-1.8
2019-0.6+0.6+3.1+1.2-3.8-2.0+0.0-0.3-1.7+6.4+4.0-0.4+6.2
2020+4.2-2.7-8.6+26.9+2.2+6.1+12.8+0.6+8.1-2.1+5.0+8.0+73.5
2021-4.3+0.5+2.0+8.7+5.7+2.9+2.7+2.7-1.2-4.4-0.5+3.8+19.3
2022-5.5-5.0+5.0-1.2-4.8-2.9+6.3-0.4+1.0+2.9+0.7-3.2-7.6
2023-2.3-1.7+1.4+4.5+3.1+8.8+7.7+1.2+2.7-3.6+10.6+4.5+42.6
2024+6.9+3.9+0.5+1.8-0.1+5.0+11.1+7.1+2.1-1.0-0.2+4.3+49.4
2025-7.4-8.9+7.2+3.2+3.3+2.3+4.3-3.4-1.7+3.8+0.5-1.7+0.0
2026-5.8+2.9-4.9+9.3+3.6+4.1+1.4-0.5+9.6

Quarterly average AUM & estimated net flows

2018201920202021202220232024202520261,0713,8186,565AUM (quarter avg), ₹cr
-1,261810
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.