Scheme Profile

ICICI Pru Asset Allocator Fund (FOF) (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
24,412
Inception Date
29-12-2003
Category
Other - FoFs Domestic

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 5000
  • 52 Week High / Low ()
  • 116.8107 (23-Apr-2025) / 104.9793 (09-May-2024)
  • Incremental Investment ()
  • 500
  • NAV ()
  • 116.50 ( -0.03) ( -0.03 %)
  • Benchmark
  • CRISIL Hybrid 50+50 - Moderate Index
  • Entry Load
  • Nil
  • Exit Load
  • NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out upto 30% of the units (the limit) purchased or switched within 1 year from the date of allotment. 1% of the applicable NAV - If units purchased or switched in from another scheme of the Fund are redeemed or switched out in excess of the limit within 1 year from the date of allotment. NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment.
  • Expense Ratio (%)
  • 1.37
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 0.00 times
  • Portfolio P/B
  • 0.00 times
  • Average Maturity
  • 7.27 years
  • Yield To Maturity
  • 7.46 %
  • Modified Duration
  • 3.61 years
  • Turnover Ratio (%)
  • 0.06

Risk Factors

  • Jenson's Alpha
  • 4.69
  • Standard Deviation
  • 1.52
  • Beta
  • 0.36
  • Sharpe
  • 1.17
  • R-Squared
  • 1.00
  • Treynor Factor
  • 0.06

NAV Movement

AUM Growth ( Cr.)

Performance

  • Scheme Name
  • YTD (%)
  • 3 Months (%)
  • 6 Months (%)
  • 1 Year (%)
  • 3 Years (%)
  • 5 Years (%)
  • 10 Years (%)
  • Since Inception
  • CRISIL Hybrid 50+50 - Moderate Index
  • -

Company Top 5 Holdings

  [ As on 31 Mar 2025 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • TREPS
  • Reverse Repo
  • 0
  • 1.46
  • Net CA & Others
  • Net CA & Others
  • 0
  • 0.29
  • ICICI Pru All Seasons Bond Fund - Direct (G)
  • Indian Mutual Funds
  • 88,36,14,898
  • 14.14
  • ICICI Pru Short Term Fund - Direct (G)
  • Indian Mutual Funds
  • 26,20,25,065
  • 6.88
  • ICICI Pru Banking & Financial Services (G)
  • Indian Mutual Funds
  • 12,18,21,214
  • 6.87

Sector Top 5 Holdings

More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • No Data Found

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 2.96 4.75 0 2.54 24,411.73
2024 13.32 14.06 0 8.12 23,679.54
2023 17.99 16.81 0 18.10 21,293.93
2022 7.88 3.99 0 2.80 18,159.83
2021 16.28 11.97 0 21.69 14,660.75
2020 13.22 14.56 0 15.60 9,000.50
2019 9.73 10.64 0 13.79 6,002.08
2018 8.98 3.30 0 6.67 6.47
2017 14.71 10.60 0 28.06 6.06
2016 12.67 9.53 0 1.78 5.43

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Mar-2025 0.40 3.67 0 -1.39 24,411.73
Dec-2024 -1.68 -2.06 0 -7.27 23,679.54
Sep-2024 4.93 5.20 0 6.07 23,263.17
Jun-2024 4.57 6.84 0 6.78 22,088.66

Peer Comparison

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