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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – ICICI Pru Discovery

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Name of the Fund: ICICI Pru Discovery (G)

Ranked #3 by CRISIL

Category: Small & Midcap

Expense Ratio: 2.33%

Risk Level: Average

Benchmark: CNX Midcap

Objective: Primary objective is to generate returns through a combination of dividend income and capital appreciation by investing primarily in a well diversified portfolio of value stocks.

Returns (Annualized)

1-Year3-Year5-Year
28.35%12.66%32.83%

Our Review

ICICI Pru Discovery (g) has made its inception in the year 2004. It has managed to beat the benchmark index comprehensively in the 1, 3 and 5 year returns. Top holdings of the fund include Reliance Industries, ICICI bank, Amara Raja, Mindtree and PI Industries.

22.18% annualized returns since inception is phenomenal. The fund has performed up to the expectations of being a small/mid cap. It has managed to withstand the market ups and downs very well and made the most in the rising markets.

Invest now

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