Miracle of SIPImage Credit source: ai generated
Ever since the Iran-America war started. The turmoil continues in the stock markets around the world. India's stock market is also not untouched by this. Amidst this market turmoil, we are going to tell you about a fund which has given good returns to investors in this period.
To better align with the changing market conditions and needs of investors, ICICI Prudential Mutual Fund has rebranded its existing fund ICICI Prudential Thematic Advantage Fund of Funds as ICICI Prudential Aggressive Hybrid Active Fund of Funds.
Gave 15% return like this
Effective from April 1, 2026, the fund will invest in 65-80% equity and 20-35% debt schemes as per the 2025 Fund of Funds Regulations of the Securities and Exchange Board of India (SEBI). This change enhances stability while also maintaining the flexibility to make strategic investments in equities including small and midcap segments. A lump sum investment of Rs 1 lakh initially made on December 18, 2003 has grown to approximately Rs 20.34 lakh by March 31, 2026, showing a compound annual growth rate (CAGR) of 14.47%. The fund has given CAGR returns of 15.1% and 14.9% respectively in the last three and five years. This has outperformed its benchmark, Nifty-200 TRI, which has given returns of 12.6% and 11.4% respectively over the same period.
SIP becomes a reliable partner even in declining times
This strategy also shows stability for SIP investors. The value of a monthly SIP of Rs 1,000 in the last 10 years has now become Rs 21 lakh. Whereas the actual investment is only Rs 12 lakh. That means returns have been received at the rate of CAGR of about 11%. The returns on SIP over a period of five and seven years have been 9.4% and 9.8% respectively. The top five holdings accounting for about 35% of the fund portfolio are ICICI Prudential Value Fund (11%), ICICI Prudential Large & Mid Cap Fund (6.5%), ICICI Prudential Focused Equity Fund (6.4%), ICICI Prudential Banking & Financial Services Fund (5.6%) and ICICI Prudential Technology funds (5.4%) are included.
Investment takes place in these sectors
This strategy is based on its unique approach of combining thematic investing with active asset allocation. Unlike traditional hybrid funds, which invest directly in stocks and bonds, this fund follows a fund-of-funds structure, with the allocation being made across a selected group of actively managed equity and debt schemes. This allows diversification across different sectors, market capitalizations and investment styles, while also taking advantage of the expertise of multiple fund managers. The portfolio is designed to take advantage of evolving opportunities across economic cycles. It has maintained investment in structural growth sectors such as technology, financial services, healthcare, consumption and energy—sectors that have played a leading role time and again. Also, investing in debt-oriented funds provides balance, which helps manage risk in times of uncertainty.
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