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Retirement FundICICI Prudential Asset Management Company Limited

ICICI Prudential Retirement Fund - Pure Debt - Direct Plan - Growth Option

Benchmark: NIFTY Composite Debt Index · Riskometer: Moderate

₹17.1935

NAV (2026-08-31)

₹80.344 Cr

AUM (2026-08-31)

1.22%

EXPENSE RATIO (DIRECT)

2019-02-07

INCEPTION

DQuality · 46.2/100
BSafety · 75.6/100
CCompound · 53.4/100

Punji Fund Health Score - percentile-within-category. See methodology.

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Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

0%4.4%8.7%13%17%1Y3Y5Y7Y
Min rolling CAGRMedian rolling CAGRMax rolling CAGR
MetricValuePercentileCategory median
3Y Rolling CAGR6.8%7.69th 12.8%
3Y Sharpe Ratio-0.107.41th 0.43
3Y Alpha-0.2%37.04th 0.3%
3Y Std Deviation1.4%96.3th (lower is better)9.5%

-0.1967

Alpha (%)

0.2571

Beta

49.7906

Up Capture

2.9864

Tracking Error (%)

3-year window vs. NIFTY Composite Debt Index.

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Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

100%TOP 1100%
Other 100%

TOP HOLDINGS

Government Securities ()13.6504%
Government Securities ()11.9362%
Government Securities ()8.7841%
Nirma Ltd. ** ()7.4081%
Housing and Urban Development Corporation Ltd. ** ()6.3315%
LIC Housing Finance Ltd. ** ()6.307%
Muthoot Finance Ltd. ** ()6.1693%
Yes Bank Ltd. ** ()6.1507%
Government Securities ()5.6297%
Rural Electrification Corporation Ltd. ** ()5.0568%

Funds that behave most similarly (beta, capture ratios, volatility - not holdings overlap). Pick up to 2 to compare alongside this fund:

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Asset Allocation

As of Jul-2026

95.92%TOP 3100%
Equity 0%Debt 95.92%Cash 4.08%

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Market Cap Split

As of Jul-2026

49.5755%23.309%20.9131%TOP 394%
Large 49.5755%Mid 23.309%Small 20.9131%

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Credit Quality

As of Jul-2026

25.03%30.89%40%TOP 496%
AAA 25.03%AA 30.89%Sovereign 40%Other 0%

Portfolio analytics as of Jul-2026.

Data as of 2026-09-02. Source: AMFI disclosures via Punji. Not investment advice.