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FoF OverseasICICI Prudential Asset Management Company Limited

ICICI Prudential Strategic Metal and Energy Equity Fund of Fund - Direct Plan Growth

Benchmark: NYSE Arca Gold Miners Index and the S&P Oil & Gas Exploration & Production Select Industry Index · Riskometer: Very High

₹34.8535

NAV (2026-08-31)

₹328.406 Cr

AUM (2026-08-31)

0.22%

EXPENSE RATIO (DIRECT)

2022-01-17

INCEPTION

AQuality · 86.4/100
ASafety · 82/100
ACompound · 80.7/100

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

CHART

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.

-22%13%48%83%118%1Y3Y
Min rolling CAGRMedian rolling CAGRMax rolling CAGR
MetricValuePercentileCategory median
3Y Rolling CAGR20.7%80.65th 12.2%
3Y Sharpe Ratio1.2566th 1.02
3Y Alpha9.0%93.75th 3.7%
3Y Std Deviation24.8%10th (lower is better)16.7%

8.9695

Alpha (%)

0.4263

Beta

51.3595

Up Capture

29.3107

Tracking Error (%)

3-year window vs. NYSE Arca Gold Miners Index and the S&P Oil & Gas Exploration & Production Select Industry Index.

CHART

Top sector holdings

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

100.0001%TOP 1100%
Other 100.0001%

TOP HOLDINGS

FSM First Trust SME Equity UCITS Fund ()99.5164%
TREPS ()0.3871%
Net Current Assets ()0.0966%

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

0.48%TOP 30%
Equity 0%Debt 0%Cash 0.48%

Portfolio analytics as of Jul-2026.

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