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ICICI Prudential Mutual Fund

ICICI Prudential Banking & Financial Services Fund

ICICI Prudential Mutual Fund · Direct plan · Growth

3-year returns
9%
a year
NAV
₹147.21
▲ 0.57% · 18 Sept 2026
Fund size
₹11,331 Cr
Expense ratio
1.2%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹129.60 and has returned 8.14% a year over 3 years.

Returns, and where it stands

Against the average sectoral / thematic fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-2.9%5.2%behind170 of 221
3 years9%14.5%behind109 of 136
5 years9.4%12.9%behind76 of 98
10 years12.1%14.5%behind54 of 68
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.3%-0.3%
3 months-1.4%-1.6%
6 months2.1%1.7%
1 year-2.9%-3.7%
2 yearsp.a.1.7%0.9%
3 yearsp.a.9%8.1%
5 yearsp.a.9.4%8.5%
7 yearsp.a.12.5%11.6%
10 yearsp.a.12.1%11%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▼ 2.94% in the last 1Y

132.4145.6158.818 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹14,589
XIRR (per year)
5.14%
Value today
₹1,94,589

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What this fund holds

As on 31 July 2026

  • Equity94.7%
  • Cash3.91%
  • Debt1.43%

Top holdings

The ten largest holdings and their share of the fund
ICICI Bank LtdBanks14%
HDFC Bank LtdBanks11.8%
Kotak Mahindra Bank LtdBanks8.79%
Axis Bank LtdBanks8.43%
State Bank Of IndiaBanks7.36%
SBI Cards & Payment Services LtdFinance3.14%
SBI Life Insurance Company LtdInsurance2.98%
LIC Housing Finance LtdFinance2.94%
HDFC Life Insurance Company LtdInsurance2.65%
Bajaj Finserv LtdFinance2.5%

and 47 more holdings.

Where the equity sits

  • Banks53%
  • Finance23.4%
  • Insurance12.4%
  • Capital Markets5.38%
  • Commercial Services & Supplies0.22%
  • Financial Technology (Fintech)0.22%

From the monthly portfolio ICICI Prudential Mutual Fund publishes for this scheme, as required by SEBI. Cash covers bank balances, treasury bills lent overnight and money due to the scheme, which carry no ISIN and so are shown as the remainder.Original disclosure

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
13.6% a year
2% less than the category average — the steadier side
Worst fall so far
−47.8%
Jan 2020 to Mar 2020, against −25.3% for the category.
Years that made money
77.7%
Of every one-year stretch it has been through.
Over any three years
-10.5% to 35.7%
A year, at worst and at best. Typically 12.7%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.74x
Expense ratio
1.2%
as of 31 Jul 2026

Managed by Sharmila D'Silva, Antariksha Banerjee

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

ICICI Prudential Banking & Financial Services Fund against other funds in the Sectoral / Thematic Fund category
Fund1Y3Y5YExpenseFund size
Nippon India Taiwan Equity Fund118%61.43%1.24%₹1,128 Cr
HDFC Defence Fund21.09%37.07%0.9%₹11,478 Cr
HDFC Transportation and Logistics Fund7.35%24.8%1.09%₹2,116 Cr
SBI Healthcare Opportunities Fund20.88%24.31%18.52%1.02%₹5,796 Cr
UTI - Healthcare Fund16.82%24.15%16.09%1.28%₹1,444 Cr
LIC MF Infrastructure Fund8.97%23.9%21.88%1.35%₹1,174 Cr
ICICI Prudential Banking & Financial Services Fund-2.94%8.99%9.36%1.2%₹11,331 Cr

About ICICI Prudential Banking & Financial Services Fund

ICICI Prudential Banking & Financial Services Fund is a sectoral / thematic fund managed by ICICI Prudential Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

To generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

The scheme's stated objective, as published by ICICI Prudential Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹147.21120244
DirectIDCW₹67.64120245
RegularGrowth₹129.60109445
RegularIDCW₹24.74109446

Frequently asked questions

What is the NAV of ICICI Prudential Banking & Financial Services Fund today?

The NAV of ICICI Prudential Banking & Financial Services Fund (Direct plan, Growth) is ₹147.21 and the Regular plan NAV is ₹129.60, as of 18 Sept 2026.

What returns has ICICI Prudential Banking & Financial Services Fund given?

Over the last year the Direct plan returned -2.94%, and 8.99% a year over 3 years and 9.36% a year over 5 years. That places it 109 of 136 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of ICICI Prudential Banking & Financial Services Fund?

The Direct plan charges 1.2% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in ICICI Prudential Banking & Financial Services Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹5,000 or more.

How much has ICICI Prudential Banking & Financial Services Fund fallen in the past?

Its deepest fall was 47.8% from 16 Jan 2020 to 24 Mar 2020. Of every one-year stretch in its history, 78% ended in a gain.

What does ICICI Prudential Banking & Financial Services Fund invest in?

As on 31 Jul 2026 it held 57 positions, the largest being ICICI Bank Ltd (14%), HDFC Bank Ltd (11.8%), Kotak Mahindra Bank Ltd (8.8%). Its biggest sector was banks at 53% of the fund. Portfolios change every month.

Which category does ICICI Prudential Banking & Financial Services Fund belong to?

It is a Sectoral / Thematic Fund from ICICI Prudential Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from ICICI Prudential Banking & Financial Services Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.