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Mutual Fund Review – ICICI Pru Midcap

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Fund Name: ICICI Pru Midcap

 

Ranked #3 by CRISIL

Category: Mid and Small Cap Equity

Expense Ratio: 2.82%

Risk Level: Medium

Benchmark: CNX Midcap

Objective: The primary objective of the Scheme is to seek to generate capital appreciation by actively investing in diversified mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be realized.

Returns (Annualized)

1-Year3-Year5-Year
35.65%9.66%22.31%

Our Review

ICICI Pru Midcap fund has made its inception in the year 2004. Since inception, it has produced annualized returns of 16%. It has managed to comprehensively beat the benchmark index as well as category average consistently in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Motherson Sumi, Sadbhav Engg, Natco Pharma, Maruti Suzuki and Mindtree. The fund invests 54% of assets into mid caps, 31% in small caps and the rest in large caps. The returns of the fund ever since inception have been phenomenal.

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