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-G1.3010.3711.5713.8023.28Invest NowMirae Asset Tax Saver Reg-G1.139.8510.5612.1321.61Invest NowMotilal Oswal Long Term Equity Fund Direct-Growth

ELSS1.278.547.82-1.2417.96Invest NowFeatured

ELSS2.0412.2613.0410.4617.04Start SIPMotilal Oswal Focused 25 Fund Direct-Growth

Large Cap1.7710.7710.155.7615.66Invest NowDHFL Pramerica Gilt Direct Plan – Growth

Gilt1.913.406.2810.177.72Invest NowDSP Midcap Direct Plan-Growth

Mid Cap-0.258.497.510.0415.23Start SIPDHFL Pramerica Hybrid Debt Fund Direct Plan-Growth

Conservative Hybrid0.924.136.4810.029.57Invest NowDSP Focus Direct Plan-Growth

Multi Cap2.9013.0512.379.0913.38Start SIPMotilal Oswal Multicap 35 Fund Direct-Growth

Multi Cap1.948.969.211.7416.88Invest NowMotilal Oswal Midcap 30 Fund Direct-Growth

Mid Cap-0.679.478.081.359.44Invest NowDHFL Pramerica Large Cap Fund Direct Plan-Growth

Large Cap2.2910.7913.4311.6914.37Invest NowDSP Small Cap Direct Plan-Growth

Small Cap0.7211.695.22-9.209.44Start SIPDSP Equity Opportunities Direct Plan-Growth

Large & MidCap1.3510.3110.345.9816.75Start SIPDSP Credit Risk Direct Plan-Growth

Credit Risk0.181.81-0.37-0.494.98Start SIPMotilal Oswal Long Term Equity Fund Direct-Growth

ELSS1.278.547.82-1.2417.96Invest NowDSP Tax Saver Direct Plan-Growth

ELSS2.0412.2613.0410.4617.04Start SIPDSP Liquidity Direct-Growth

Liquid0.581.793.717.627.20Start SIPICICI Prudential Savings Fund Direct Plan -Growth

Low Duration0.812.314.518.667.93Invest NowDSP Savings Direct Plan-Growth

Money Market0.842.204.268.607.00Start SIPDSP Strategic Bond Direct Plan-Growth

Dynamic Bond0.151.834.779.206.88Start SIPDSP 10Y G-Sec Fund Direct-Growth

Gilt with 10 year Constant Duration1.883.285.8210.947.42Start SIPDSP Bond Direct-Growth

Medium Duration1.022.804.006.577.60Start SIPDSP Short Term Direct Plan-Growth

Short Duration1.132.555.029.247.68Start SIPDSP Ultra Short Fund Direct Plan-Growth

Ultra Short Duration0.712.063.146.476.99Start SIPDSP Equity Savings Fund Direct-Growth

Equity Savings1.236.286.555.969.55Start SIPDSP Dynamic Asset Allocation Fund Direct-Growth

Dynamic Asset Allocation0.763.165.188.449.82Start SIPDSP Regular Savings Direct Plan-Growth

Conservative Hybrid1.004.993.651.417.29Start SIPDSP Equity & Bond Direct-Growth

Aggressive Hybrid1.389.6910.577.3013.88Start 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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