ICICI Prudential Equity and Debt Fund Direct Growth

Scheme code: INF109K01Y07 NAV value: ₹ 426.9700 NAV date: 19 March, 2026 TER: 0.93%
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-25.1282.8615.4019.5511.16
3 year-3.4234.6718.6917.5516.89
5 year2.6630.7916.5716.9714.46
7 year10.1119.6716.0516.0612.61
10 year14.8219.3717.2217.3213.61
12 year17.1519.4318.3018.3014.62

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,95,516 - Absolute Returns: ₹95,516 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,40,235 - Absolute Returns: ₹10,40,235 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,25,934 - Absolute Returns: ₹33,25,934 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,55,77,544 - Absolute Returns: ₹71,77,544 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,10,01,022 - Absolute Returns: ₹1,90,01,022 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,50,57,352 - Absolute Returns: ₹3,06,57,352 - CAGR: %

Drawdown Metrics

Max Drawdown

-30.70 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-2.91 %

Calmar Ratio by Duration

1 Y

0.6368

3 Y

0.5716

5 Y

0.5527

7 Y

0.5231

10 Y

0.5641

12 Y

0.5961