📊 Equity Fund · Deep Analysis

ICICI Prudential Business Cycle Fund Direct Plan Growth

ICICI Prudential Mutual Fund · Direct Growth · SEBI Category: Equity

Current NAV ₹25.4900 (+0.12% today) As of 04 Jun 2026
1 Year Return +1.4%
3 Year CAGR +19.2% p.a.
5 Year CAGR +17.4% p.a.
AAUM ₹15.7K Cr Jan–Mar 2026
All data from RightAdvise DB — calculated from 1,321 daily NAV records
Fund Overview

ICICI Prudential Business Cycle Fund Direct Plan Growth — Quick Summary

ICICI Prudential Business Cycle Fund is India's largest business cycle fund at over ₹15,000 crore AUM — reflecting strong investor trust in Sankaran Naren's macro investment capabilities. The fund rotates across sectors based on ICICI Pru's assessment of where India is in the economic cycle — moving from cyclicals (metals, cement, construction) in early recovery to defensives (FMCG, pharma, IT) in late cycle phases.

The fund has already demonstrated meaningful sector rotation since inception — rotating from recovery cyclicals in 2021 into mid-cycle growth sectors in 2022-2023 and maintaining exposure to the infrastructure capex theme. Naren's ability to identify cycle turns early has been the fund's primary alpha source. The ICICI Pru macro research team's comprehensive economic data analysis supports these rotation decisions.

Fund House
ICICI Prudential Mutual Fund
SEBI Category
Equity
Benchmark
BSE 500 TRI
Fund Manager
Sankaran Naren & Mittul Kalawadia
AMFI Code
148651
Risk Level
Very High
NAV Records in DB
1,321 days
Quarterly Average AUM · Jan–Mar 2026
₹15.7K Cr
↑ Increased by 3.1% vs Oct–Dec 2025 · ₹15.2K Cr
Official quarterly average AUM from AMFI disclosure. Published every 3 months.
📊
✓ Suitable For
Sophisticated investors who believe in macro-driven sector rotation investing. Those with conviction in Sankaran Naren's ability to identify economic cycle inflection points. Long-term investors with 5-7 year horizon comfortable with active sector rotation volatility.
India's largest business cycle fund managed by one of India's most respected macro investors. ICICI Pru's comprehensive macro research supports evidence-based cycle identification. Strong track record across multiple economic cycles under Sankaran Naren. Research-intensive approach backed by India's largest equity research team.
✗ Not Suitable For
Investors wanting a consistent, sector-stable equity portfolio. Those who cannot handle frequent sector rotation and the portfolio changes it involves. First-time or conservative investors.
Who Runs This Fund

Fund Manager

SN
Sankaran Naren & Mittul Kalawadia
ICICI Prudential Mutual Fund · Managing since January 2021

Sankaran Naren, CIO of ICICI Prudential Mutual Fund, co-manages the ICICI Prudential Business Cycle Fund alongside Mittul Kalawadia. Naren's macro research expertise and contrarian investment philosophy make him particularly well-suited to business cycle investing — identifying economic cycle inflection points before the broader market and rotating sector exposure accordingly. His track record of macro calls across multiple Indian economic cycles is one of the strongest in the industry.

For current co-manager details and full biography, refer to the latest ICICI Prudential Mutual Fund factsheet on AMFI or the AMC website.

What to Factor In

Things to Consider

Informational points to help you form your own view — not judgements or recommendations.

AMFI Code · Informational
AMFI Scheme Code: 148651
The official AMFI scheme code for ICICI Prudential Business Cycle Fund Direct Plan Growth Direct Growth is 148651. Use this when transacting on platforms or verifying data across databases.
Important Note
Points Worth Knowing
Business cycle investing requires correct macro calls to add value. If ICICI Pru's cycle assessment is wrong — rotating into defensives too early or staying in cyclicals too long — the fund will underperform a simple diversified equity fund. Evaluate the fund against diversified equity peers over full cycles rather than short-term periods.
Investment Objective
As per Scheme Information Document
To provide long term capital appreciation by investing in equity and equity related instruments following business cycle based investing theme.
All Data Below — From RightAdvise Database
Category Comparison

Top 5 Business Cycle Funds Compared

Live data. Current fund highlighted. Click any fund name for full analysis.

FundNAVAAUM1Y Return 3Y CAGR 5Y CAGR Sharpe (3Y)
ICICI Prudential Business Cycle Fund ▲ ₹25.49 ₹15.7K Cr Jan–Mar 2026 +1.4% +19.2% p.a. +17.4% p.a. 1.13
Tata Business Cycle Fund ₹19.98 ₹2.6K Cr Jan–Mar 2026 +2.2% +17.0% p.a. 0.83
HDFC Business Cycle Fund ₹14.65 ₹2.6K Cr Jan–Mar 2026 -0.5% +11.3% p.a. 0.48
Axis Business Cycles Fund ₹16.74 ₹2.1K Cr Jan–Mar 2026 +0.1% +15.0% p.a. 0.64
Motilal Oswal Business Cycle Fund ₹11.42 ₹1.8K Cr Jan–Mar 2026 -8.4%
Best value in each column shown in green. AAUM from latest AMFI quarterly filing. Returns calculated from daily NAV history.
Performance

Fund Returns

Calculated from 1,321 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.

1M / 3M / 6M / 1Y — simple point-to-point return  ·  3Y / 5Y / 10Y — CAGR (compounded annual growth rate)

1 MonthPoint-to-point
-1.6%
3 MonthPoint-to-point
-4.1%
6 MonthPoint-to-point
-6.8%
1 YearPoint-to-point
+1.4%
3 YearCAGR
+19.2% p.a.
5 YearCAGR
+17.4% p.a.
₹1 Lakh → 5YLump sum growth
₹218,236

Best & Worst Periods Ever

Based on all rolling windows in full NAV history. Dates show the start and end of each period.

Best 1Y WindowSimple return
+60.6%
Mar 2023 – Apr 2024
Worst 1Y WindowSimple return
+1.7%
May 2025 – Jun 2026
Best 3Y CAGRCAGR p.a.
+29.4% p.a.
Apr 2021 – May 2024
Worst 3Y CAGRCAGR p.a.
+17.3% p.a.
Feb 2022 – Feb 2025

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025
+16.7%
2024
+21.3%
2023
+34.3%
2022
+11.9%
Consistency Analysis

Rolling Returns ℹ️ What is this?

Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →

1Y Rolling Avg
21.7%
Positive in 100% of windows
Best: 60.6% · Worst: 1.7%
3Y Rolling Avg
24.4% p.a.
Positive in 100% of windows
Best: 29.4% · Worst: 17.3%
5Y Rolling Avg
19.3% p.a.
Positive in 100% of windows
Best: 21.4% · Worst: 17.4%
1-Year Rolling Returns Each bar = 1Y return starting from that date
Risk Analysis

Maximum Drawdown ℹ️ What is this?

How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.

Max Drawdown Ever
-14.4%
Sep 2024 → Feb 2025
Recovered: Jun 2025 (5 mos)
Current from Peak
-7.8%
All-time Peak: ₹27.67
Peak date: Jan 2026

How the fund behaved in key crisis periods

Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.

2024–25 Tariff / Correction
-14.3%
Sep 27, 2024 – Apr 7, 2025
Recovered: Jun 2025 (5 mos)
COVID-19 Crash
Pre-inception
Feb 19 – Mar 23, 2020
Recovered: N/A
2022 Rate Hike Cycle
-11.5%
Jan 17 – Jun 17, 2022
Recovered: Aug 2022 (3 mos)
2018 IL&FS Crisis
Pre-inception
Aug 28 – Oct 26, 2018
Recovered: N/A
Risk Metrics

Risk Ratios

Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →

Sharpe Ratio (3Y)
1.13
Return per unit of total risk. >1 is good. Learn more →
Sortino Ratio (3Y)
1.63
Like Sharpe but only penalises downside volatility. Learn more →
Std Deviation (3Y)
12.4%
Annualised monthly volatility. Lower = more consistent returns. Learn more →
📊
Want to see what ICICI Prudential Business Cycle Fund Direct Plan Growth is actually holding?

Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.

Full current portfolio — all stocks, weights, sectors
New entries and exits over the last 3 months
Sector allocation and month-over-month changes
Updated monthly from official AMC disclosures
See Portfolio Holdings →
← Compare all Equity Funds

See how ICICI Prudential Business Cycle Fund Direct Plan Growth ranks against other Equity funds on returns, drawdown, Sharpe ratio and AAUM — side by side.

Learn the Metrics
📖 Deep Dive
CAGR, Sharpe, Sortino & Std Dev
What these numbers mean and how to use them
📖 Deep Dive
Drawdown & Rolling Returns
Why these reveal more than any CAGR figure
⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.
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⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.