You can switch off notifications anytime using browser settings.ICICI Prudential Multicap Fund: Healthy risk-return profileStock Analysis, IPO, Mutual Funds, Bonds & MoreICICI Prudential Multicap Fund: Healthy risk-return profileWith a 10-year return of 17.52%, the fund has outperformed the benchmark index (16.21%) and mirrors the category average (17.36%).Fund has substantially hiked its presence in large-caps in recent years, paring back its earlier sizeable mid-cap exposure.ET Wealth collaborates with Value Research to analyse topmutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.

With a 10-year return of 17.52%, the fund has outperformed the benchmark index (16.21%) and mirrors the category average (17.36%).

The fund has delivered return on par with its category average over the past decade.

The fund has outperformed peers better over shorter periods.

The fund lagged far behind peers in 2017 but held strong last year even as others slipped.

The fund has hiked exposure to large-caps in recent years.

Relative to the index, the fund has large overweight position in the energy segment.

The fund takes healthy positions in its top bets.

The funds risk-return profile is superior to many peers.

Wherever not specified, data as on 31 Jan 2019. Source: Value Research.

This multi-cap fund has outperformed consistently over the years. It has substantially hiked its presence in large-caps in recent years, paring back its earlier sizeable mid-cap exposure. The funds portfolio has also grown in size from 40-odd stocks to around 70 now. While this has not diluted its exposure in its top bets, the portfolio has taken tiny positions in several companies.

The fund manager prefers companies that are currently out of favour owing to short-term blips, but with competitive advantages and scalable business models. Barring 2017, when it lagged far behind its peers, the fund has consistently ranked in the top two quartiles since 2012. With its healthy risk return profile compared to many peers, the fund is a worthy bet in the multi-cap segment.

(%)Mirae Asset Tax Saver Direct-G0.128.159.3210.7922.17Invest NowMirae Asset Tax Saver Reg-G-0.057.658.359.1820.52Invest NowMotilal Oswal Long Term Equity Fund Direct-Growth

ELSS1.187.787.06-2.7717.19Invest NowFeatured

ELSS0.6510.0010.767.4016.03Start SIPMotilal Oswal Focused 25 Fund Direct-Growth

Large Cap1.229.338.713.6514.79Invest NowDHFL Pramerica Gilt Direct Plan – Growth

Gilt1.843.166.039.907.67Invest NowDSP Midcap Direct Plan-Growth

Mid Cap-1.376.695.74-2.8414.42Start SIPDHFL Pramerica Hybrid Debt Fund Direct Plan-Growth

Conservative Hybrid0.843.916.259.779.42Invest NowDSP Focus Direct Plan-Growth

Multi Cap2.1811.2910.616.2312.61Start SIPMotilal Oswal Multicap 35 Fund Direct-Growth

Multi Cap1.928.168.400.0115.91Invest NowMotilal Oswal Midcap 30 Fund Direct-Growth

Mid Cap-0.308.837.44-0.468.98Invest NowDHFL Pramerica Large Cap Fund Direct Plan-Growth

Large Cap2.129.5112.129.3513.83Invest NowDSP Small Cap Direct Plan-Growth

Small Cap-1.209.533.19-11.968.53Start SIPDSP Equity Opportunities Direct Plan-Growth

Large & MidCap-0.277.887.922.9915.54Start SIPDSP Credit Risk Direct Plan-Growth

Credit Risk-0.021.65-0.53-0.664.94Start SIPMotilal Oswal Long Term Equity Fund Direct-Growth

ELSS1.187.787.06-2.7717.19Invest NowDSP Tax Saver Direct Plan-Growth

ELSS0.6510.0010.767.4016.03Start SIPDSP Liquidity Direct-Growth

Liquid0.581.783.677.617.20Start SIPICICI Prudential Savings Fund Direct Plan -Growth

Low Duration0.692.174.378.557.90Invest NowDSP Savings Direct Plan-Growth

Money Market0.652.094.158.546.98Start SIPDSP Strategic Bond Direct Plan-Growth

Dynamic Bond-0.181.434.368.606.77Start SIPDSP 10Y G-Sec Fund Direct-Growth

Gilt with 10 year Constant Duration1.983.025.5610.267.37Start SIPDSP Bond Direct-Growth

Medium Duration0.742.413.616.157.48Start SIPDSP Short Term Direct Plan-Growth

Short Duration0.852.244.708.907.59Start SIPDSP Ultra Short Fund Direct Plan-Growth

Ultra Short Duration0.621.983.066.426.97Start SIPDSP Equity Savings Fund Direct-Growth

Equity Savings0.945.515.784.759.20Start SIPDSP Dynamic Asset Allocation Fund Direct-Growth

Dynamic Asset Allocation0.702.985.008.149.65Start SIPDSP Regular Savings Direct Plan-Growth

Conservative Hybrid0.824.563.220.617.08Start SIPDSP Equity & Bond Direct-Growth

Aggressive Hybrid0.798.389.255.8513.15Start SIP

– Returns less then 1 year are absolute and above 1 year are annualised.

– Returns of 1 year are absolute and above 1 year are annualised..

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ICICI Prudential Multicap Fund: Healthy risk-return profile

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