📊 Equity Fund · Deep Analysis

ICICI Prudential PSU Equity Fund

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

Current NAV ₹22.8900 (+0.44% today) As of 04 Jun 2026
1 Year Return +5.9%
3 Year CAGR +26.3% p.a.
AAUM ₹1.9K Cr Jan–Mar 2026
All data from RightAdvise DB — calculated from 915 daily NAV records
Fund Overview

ICICI Prudential PSU Equity Fund — Quick Summary

ICICI Prudential PSU Equity Fund provides exposure to Central Public Sector Enterprises (CPSEs) — the largest government-owned companies including ONGC, NTPC, Coal India, Power Grid, BHEL, HAL, BEL, IOC and GAIL. ICICI Pru's macro research capabilities — particularly Sankaran Naren's contrarian perspective on PSU valuations — inform the portfolio's sector allocation within the PSU universe.

The fund uses Nifty CPSE Index as benchmark — reflecting its focus on Central Government enterprises specifically rather than the broader PSU universe. This means the portfolio is concentrated in the largest, most liquid government enterprises — primarily in energy, utilities and defence — rather than across all PSU segments including state government companies.

Fund House
ICICI Prudential Mutual Fund
SEBI Category
Equity
Benchmark
Nifty CPSE Index TRI
Fund Manager
Mittul Kalawadia & Sri Sharma
AMFI Code
150539
Risk Level
Very High
NAV Records in DB
915 days
Quarterly Average AUM · Jan–Mar 2026
₹1.9K Cr
↓ Decreased by 0.1% vs Oct–Dec 2025 · ₹1.9K Cr
Official quarterly average AUM from AMFI disclosure. Published every 3 months.
📊
✓ Suitable For
Investors wanting CPSE-focused PSU exposure through ICICI Pru's macro research. Those with conviction in India's largest government enterprises. Long-term investors with 5-7 year horizon.
ICICI Pru macro research capabilities informing PSU sector allocation. Focus on largest, most liquid Central Government enterprises. ICICI Pru brand trust for thematic fund investing. Concentrated in high-liquidity CPSEs — better governance quality within PSU universe.
✗ Not Suitable For
Investors wanting broader PSU exposure including state government companies — SBI PSU Fund covers a wider PSU universe. Conservative investors who cannot handle PSU policy and election cycle risk. Short-term investors.
Who Runs This Fund

Fund Manager

MK
Mittul Kalawadia & Sri Sharma
ICICI Prudential Mutual Fund · Managing since January 2022

Mittul Kalawadia and Sri Sharma co-manage the ICICI Prudential PSU Equity Fund. Kalawadia brings research expertise across multiple equity mandates at ICICI Prudential MF. ICICI Pru's strong macro research capabilities — including understanding of government policy priorities, divestment plans and capital allocation mandates for PSU enterprises — support the fund's portfolio construction.

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: 150539
The official AMFI scheme code for ICICI Prudential PSU Equity Fund Direct Growth is 150539. Use this when transacting on platforms or verifying data across databases.
Important Note
Points Worth Knowing
ICICI Prudential PSU Equity Fund is a newer fund — launched in 2022. The post-launch period has been extremely favorable for PSU investing. Evaluate performance across a complete PSU cycle — including a potential underperformance period — before drawing strong conclusions about the fund's long-term value.
Investment Objective
As per Scheme Information Document
To generate long term capital appreciation by investing predominantly in equity and equity related instruments of Public Sector Undertakings (PSUs).
All Data Below — From RightAdvise Database
Category Comparison

Top 5 Defence, PSU & Manufacturing Funds Compared

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

FundNAVAAUM1Y Return 3Y CAGR 5Y CAGR Sharpe (3Y)
HDFC Defence Fund ₹28.71 ₹7.7K Cr Jan–Mar 2026 +11.2% +41.6% p.a.
SBI PSU Fund ₹38.58 ₹6.0K Cr Jan–Mar 2026 +8.8% +30.5% p.a. +24.7% p.a. 1.14
Aditya Birla Sun Life PSU Equity Fund ₹39.62 ₹5.7K Cr Jan–Mar 2026 +9.2% +27.8% p.a. +24.7% p.a. 1.03
Axis India Manufacturing Fund ₹15.49 ₹5.0K Cr Jan–Mar 2026 +12.1%
ICICI Prudential PSU Equity Fund ▲ ₹22.89 ₹1.9K Cr Jan–Mar 2026 +5.9% +26.3% p.a. 1.10
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 915 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
-3.9%
3 MonthPoint-to-point
-4.1%
6 MonthPoint-to-point
+2.7%
1 YearPoint-to-point
+5.9%
3 YearCAGR
+26.3% p.a.

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
+100.2%
May 2023 – Jun 2024
Worst 1Y WindowSimple return
-11.0%
Aug 2024 – Aug 2025
Best 3Y CAGRCAGR p.a.
+32.9% p.a.
Jan 2023 – Feb 2026
Worst 3Y CAGRCAGR p.a.
+26.4% p.a.
May 2023 – Jun 2026

Calendar Year Returns

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

2025
+8.5%
2024
+26.0%
2023
+55.1%
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
35.2%
Positive in 81% of windows
Best: 100.2% · Worst: -11.0%
3Y Rolling Avg
29.6% p.a.
Positive in 100% of windows
Best: 32.9% · Worst: 26.4%
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
-23.0%
Aug 2024 → Feb 2025
Recovered: Feb 2026 (1yr 5mo)
Current from Peak
-6.0%
All-time Peak: ₹24.15
Peak date: Feb 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
-21.0%
Sep 27, 2024 – Apr 7, 2025
Recovered: Jan 2026 (1yr 4mo)
COVID-19 Crash
Pre-inception
Feb 19 – Mar 23, 2020
Recovered: N/A
2022 Rate Hike Cycle
Pre-inception
Jan 17 – Jun 17, 2022
Recovered: N/A
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)
1.10
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)
18.3%
Annualised monthly volatility. Lower = more consistent returns. Learn more →
📊
Want to see what ICICI Prudential PSU Equity 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 Equity Funds

See how ICICI Prudential PSU Equity Fund 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.