📊 Mid Cap Fund · Deep Analysis

ICICI Prudential Large & Mid Cap Fund

ICICI Prudential Mutual Fund · Direct Growth · SEBI Category: Mid Cap

Current NAV ₹1,111.1800 (+0.12% today) As of 04 Jun 2026
1 Year Return +1.1%
3 Year CAGR +18.4% p.a.
5 Year CAGR +18.5% p.a.
AAUM ₹27.5K Cr Jan–Mar 2026
All data from RightAdvise DB — calculated from 2,566 daily NAV records
Fund Overview

ICICI Prudential Large & Mid Cap Fund — Quick Summary

ICICI Prudential Large and Mid Cap Fund has one of the longest track records in the category — launched in 2007 — making it one of the pioneer large and midcap funds in India. Co-managed by S. Naren (ICICI Prudential's CIO and renowned value investor) and Rajat Chandak, the fund brings ICICI Prudential's deep research capabilities and valuation discipline to the mandatory 35-35 large and mid cap mandate.

The fund's long history since 2007 provides investors with evidence of its behavior through the 2008 global financial crisis, the 2013 taper tantrum, the 2020 COVID crash and multiple market cycles. S. Naren's contrarian value approach has historically positioned the fund well during market recoveries, while the mid cap allocation adds growth potential.

Fund House
ICICI Prudential Mutual Fund
SEBI Category
Mid Cap
Benchmark
NIFTY Large Midcap 250 TRI
Fund Manager
S. Naren, Rajat Chandak
AMFI Code
120596
Risk Level
Very High
NAV Records in DB
2,566 days
Quarterly Average AUM · Jan–Mar 2026
₹27.5K Cr
↑ Increased by 5.7% vs Oct–Dec 2025 · ₹26.0K Cr
Official quarterly average AUM from AMFI disclosure. Published every 3 months.
📊
✓ Suitable For
Suited for value-oriented investors with a 5 to 7+ year horizon who want a proven large and midcap fund managed by one of India's most respected value investors. The fund's long history allows comprehensive performance evaluation across market cycles.
The fund's 18+ year history, S. Naren's contrarian investment approach, ICICI Prudential AMC's deep research capabilities, large AUM reflecting sustained investor trust, and consistent performance across multiple market cycles make this one of India's most established large and midcap offerings.
✗ Not Suitable For
Investors wanting a consistently growth-oriented portfolio — Naren's contrarian approach can result in extended exposure to out-of-favour sectors. Those with short horizons who cannot wait for contrarian calls to pay off. Investors who prefer benchmark-hugging portfolios.
Who Runs This Fund

Fund Manager

SN
S. Naren, Rajat Chandak
ICICI Prudential Mutual Fund · Managing since 2007

Sankaran Naren and Rajat Chandak co-manage the ICICI Prudential Large & Mid Cap Fund. Naren's contrarian philosophy influences the fund's sector allocation — rotating into unloved areas when they are cheap and reducing exposure to expensive sectors. Rajat Chandak manages the portfolio construction alongside Naren, bringing research-driven stock selection across the large and mid cap universe.

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: 120596
The official AMFI scheme code for ICICI Prudential Large & Mid Cap Fund Direct Growth is 120596. Use this when transacting on platforms or verifying data across databases.
Important Note
Points Worth Knowing
SEBI mandates that large & mid cap funds invest at least 35% each in large cap and mid cap stocks — the remaining 30% is at the manager's discretion. ICICI Pru typically uses this discretion actively. The mandatory mid cap exposure adds volatility compared to pure large cap funds. Always check the current allocation split and what the discretionary 30% is invested in.
Investment Objective
As per Scheme Information Document
To generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of large and mid cap companies.
All Data Below — From RightAdvise Database
Category Comparison

Top 5 Large & Mid Cap Funds Compared

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

FundNAVAAUM1Y Return 3Y CAGR 5Y CAGR Sharpe (3Y)
Motilal Oswal Large and Midcap Fund ₹38.72 ₹14.7K Cr Jan–Mar 2026 +5.2% +25.2% p.a. +21.3% p.a. 1.13
ICICI Prudential Large and Mid Cap Fund ▲ ₹1,111.18 ₹27.5K Cr Jan–Mar 2026 +1.1% +18.4% p.a. +18.5% p.a. 1.06
HDFC Large and Mid Cap Fund ₹349.91 ₹27.6K Cr Jan–Mar 2026 +0.5% +17.1% p.a. +16.6% p.a. 0.83
Bandhan Large and Mid Cap Fund ₹160.76 ₹14.1K Cr Jan–Mar 2026 +6.1% +22.7% p.a. +18.8% p.a. 1.23
UTI Large and Mid Cap Fund ₹192.42 ₹4.7K Cr Jan–Mar 2026 +3.1% +19.5% p.a. +16.4% p.a. 1.07
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 2,566 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
-1.1%
3 MonthPoint-to-point
-2.3%
6 MonthPoint-to-point
-5.4%
1 YearPoint-to-point
+1.1%
3 YearCAGR
+18.4% p.a.
5 YearCAGR
+18.5% p.a.
10 YearCAGR
+16.5% p.a.
₹1 Lakh → 5YLump sum growth
₹226,762

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
+90.8%
Mar 2020 – Mar 2021
Worst 1Y WindowSimple return
-31.5%
Mar 2019 – Mar 2020
Best 3Y CAGRCAGR p.a.
+40.4% p.a.
Mar 2020 – Apr 2023
Worst 3Y CAGRCAGR p.a.
-8.2% p.a.
Feb 2017 – Mar 2020

Calendar Year Returns

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

2025
+15.4%
2024
+21.5%
2023
+31.0%
2022
+12.7%
2021
+42.9%
2020
+12.6%
2019
+6.6%
2018
-5.2%
2017
+31.6%
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
19.7%
Positive in 87% of windows
Best: 90.8% · Worst: -31.5%
3Y Rolling Avg
18.5% p.a.
Positive in 95% of windows
Best: 40.4% · Worst: -8.2%
5Y Rolling Avg
19.9% p.a.
Positive in 100% of windows
Best: 36.2% · Worst: 11.1%
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
-37.4%
Jan 2020 → Mar 2020
Recovered: Nov 2020 (1yr)
Current from Peak
-6.6%
All-time Peak: ₹1,192.87
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
-14.8%
Sep 27, 2024 – Apr 7, 2025
Recovered: Sep 2025 (9 mos)
COVID-19 Crash
-36.0%
Feb 19 – Mar 23, 2020
Recovered: Nov 2020 (11 mos)
2022 Rate Hike Cycle
-13.9%
Jan 17 – Jun 17, 2022
Recovered: Aug 2022 (8 mos)
2018 IL&FS Crisis
-11.0%
Aug 28 – Oct 26, 2018
Recovered: May 2019 (11 mos)
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)
1.06
Return per unit of total risk. >1 is good. Learn more →
Sortino Ratio (3Y)
1.50
Like Sharpe but only penalises downside volatility. Learn more →
Std Deviation (3Y)
12.6%
Annualised monthly volatility. Lower = more consistent returns. Learn more →
📊
Want to see what ICICI Prudential Large & Mid Cap Fund 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 Mid Cap Funds

See how ICICI Prudential Large & Mid Cap Fund ranks against other Mid Cap 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.