ICICI Prudential Small Cap Fund Direct Growth

Scheme code: INF109K015M0 NAV value: ₹ 87.1000 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-31.50132.4715.4221.4815.02
3 year-11.2649.8418.3818.5522.45
5 year-3.4138.7017.3718.0621.3
7 year5.9023.6716.8716.7618.64
10 year14.1620.9517.6717.9320.12
12 year16.8319.8718.3018.4521.5

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -14.3933.031.9121.48
3 year 1038.9824.0218.55
5 year -3.5438.7714.0218.06
7 year 5.318.2710.7716.76
10 year 11.1312.4311.7817.93
NIFTY SMALLCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -95.03-20.79-39.0821.48
NIFTY SMALLCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -16.5925.94-0.2521.48
3 year 9.9544.3226.618.55
5 year 3.4340.2118.5518.06
7 year -9.5520.1813.8616.76
10 year -0.1514.993.6817.93
12 year 0.638.475.1418.45
15 year 9.5411.1510.27

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 (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,03,706 - Absolute Returns: ₹1,03,706 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,74,143 - Absolute Returns: ₹10,74,143 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹99,56,109 - Absolute Returns: ₹39,56,109 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,73,63,817 - Absolute Returns: ₹89,63,817 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,42,78,851 - Absolute Returns: ₹2,22,78,851 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,75,60,740 - Absolute Returns: ₹3,31,60,740 - CAGR: %

Drawdown Metrics

Max Drawdown

-45.12 %

Drawdown Duration

26 months

Recovery Time

9 months

Avg Drawdown

-7.25 %

Calmar Ratio by Duration

1 Y

0.4761

3 Y

0.4111

5 Y

0.4003

7 Y

0.3715

10 Y

0.3974

12 Y

0.4089

Benchmark Comparison

vs NIFTY SMALLCAP 250

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 1.56 0.71 70.4 67.3 6.77 % 4.69 %
3 years 0.27 0.70 70.7 68.8 15.43 % 18.95 %
5 years 4.22 0.73 76.2 71.4 17.30 % 15.58 %
7 years 5.74 0.79 80.2 74.5 19.44 % 15.65 %
10 years 4.52 0.75 76.1 70.9 16.82 % 14.28 %
12 years 10.56 0.06 76.1 63.2 16.75 % 1.27 %
15 years 7.56 0.06 76.1 63.0 13.76 % 1.46 %