HealthyDirect · Growth
ICICI Prudential Active Momentum Fund
ICICI Prudential Mutual FundEquity Scheme - Sectoral/ Thematic1.1 years
The Schmes seeks to generate long-term capital appreciation by investing in Equity & Equity related instruments of companies reflecting momentum factors.
- NAV
- 10.69
- 15 Sept 2026
- 1Y
- +5.7%
- Trailing CAGR
- Upside capture
- +103%
- Vs NIFTY 500 TRI
- Downside capture
- +69%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+6.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +6.2%
- Calendar-day CAGR
- Excess 1Y
- -0.3%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 16 Sept 2026.
- 1Y excess
- +8.0%
- Fund minus TRI
- 3Y excess
- n/a
- Fund minus TRI
- Upside capture
- +103%
- Benchmark-up months
- Downside capture
- +69%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 10 days
- 20 recovered episodes
- Longest recovery
- 45 days
- Trough to prior peak
- Current spell
- 21 days
- Days below latest peak
- Time below peak
- +80%
- NAV observations
26 Feb 2026 – 7 May 2026
Trough 23 Mar 2026 · recovered in 45 days
-11.0%
25 Aug 2026 – open
Trough 15 Sept 2026 · not recovered
-4.7%
7 Jan 2026 – 11 Feb 2026
Trough 23 Jan 2026 · recovered in 19 days
-4.5%
27 May 2026 – 18 Jun 2026
Trough 11 Jun 2026 · recovered in 7 days
-4.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
35
Vs category
48
Consistency
100
Risk-adjusted
32
Drawdown
73
Mean
57
Portfolio
31 Aug 2026 · 46 holdings · top 10 are 32.7%.
- Top 5
- 19.1%
- Top 10
- 32.7%
- Largest holding
- 4.9%
- Effective holdings
- 38.7
Repo
Unspecified
4.9%
Samvardhana Motherson International Ltd
Consumer Discretionary
3.9%
Mahindra & Mahindra Ltd
Consumer Discretionary
3.9%
Axis Bank Ltd
Financial
3.4%
Titan Company Ltd
Consumer Discretionary
3.0%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
- The fund beat the category median in 100% of rolling 1-year windows.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Shallower drawdown
- Lower TER
Caveat: Higher volatility · Lower trailing returns
ICICI Prudential Bharat Consumption Fund
ICICI Prudential Mutual Fund
- 1Y
- -6.5%
- 3Y
- +9.0%
- Vol
- 15.4%
- Max DD
- -31.3%
- Sharpe
- 0.60
- 3Y win
- +47%
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
quant Business Cycle Fund
quant Mutual Fund
- 1Y
- +4.3%
- 3Y
- +11.4%
- Vol
- 17.4%
- Max DD
- -29.2%
- Sharpe
- 0.74
- 3Y win
- +91%
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown