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ICICI Prudential Mutual Fund

ICICI Prudential Dividend Yield Fund

ICICI Prudential Mutual Fund · Direct plan · Growth

3-year returns
14.3%
a year
NAV
₹57.92
▲ 0.42% · 18 Sept 2026
Fund size
₹6,712 Cr
Expense ratio
0.76%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹51.20 and has returned 12.89% a year over 3 years.

Returns, and where it stands

Against the average dividend yield fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-3.6%0.2%behind8 of 10
3 years14.3%12.4%ahead3 of 9
5 years16.6%13.3%ahead1 of 6
10 years15.2%14%ahead1 of 4
Every period, and the Regular plan →
PeriodDirectRegular
1 month-3.4%-3.5%
3 months-3.8%-4%
6 months-0.1%-0.7%
1 year-3.6%-4.7%
2 yearsp.a.-0.5%-1.7%
3 yearsp.a.14.3%12.9%
5 yearsp.a.16.6%15%
7 yearsp.a.20.3%18.8%
10 yearsp.a.15.2%13.9%

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

▼ 3.56% in the last 1Y

54.958.662.218 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
₹13,936
XIRR (per year)
4.92%
Value today
₹1,93,936

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

  • Equity94.1%
  • Cash3.82%
  • REITs and InvITs1.49%
  • Debt0.63%

Top holdings

The ten largest holdings and their share of the fund
HDFC Bank LtdBanks7.94%
ICICI Bank LtdBanks6.54%
Sun Pharmaceutical Industries LtdPharmaceuticals & Biotechnology5.36%
Axis Bank LtdBanks4.04%
Reliance Industries LtdPetroleum Products3.96%
NTPC LtdPower3.51%
Maruti Suzuki India LtdAutomobiles3.38%
Interglobe Aviation LtdTransport Services3.09%
Bharti Airtel LtdTelecom - Services2.91%
Larsen & Toubro LtdConstruction2.89%

and 61 more holdings.

Where the equity sits

  • Banks21.5%
  • Finance6.82%
  • Pharmaceuticals & Biotechnology5.83%
  • IT - Software5.78%
  • Petroleum Products5.53%
  • Power4.59%
  • Automobiles4.42%
  • Telecom - Services4.21%

and 21 more sectors.

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
12.8% a year
1% less than the category average — the steadier side
Worst fall so far
−44.8%
Jan 2018 to Mar 2020, against −23.8% for the category.
Years that made money
77.5%
Of every one-year stretch it has been through.
Over any three years
-11.1% to 42.8%
A year, at worst and at best. Typically 19%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
16 May 2014
Portfolio turnover
0.49x
Expense ratio
0.76%
as of 31 Jul 2026

Managed by Mittul Kalawadia, Sharmila D'Silva

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 Dividend Yield Fund against other funds in the Dividend Yield Fund category
Fund1Y3Y5YExpenseFund size
LIC MF Dividend Yield Fund5.76%18.55%0.95%₹759 Cr
Tata Dividend Yield Fund9.75%14.52%13.82%0.76%₹1,156 Cr
ICICI Prudential Dividend Yield Fund-3.56%14.33%16.59%0.76%₹6,712 Cr
UTI - Dividend Yield Fund-3.79%11.9%10.24%1.46%₹3,772 Cr
Aditya Birla Sun Life Dividend Yield Fund1.46%11.83%13.24%1.14%₹1,475 Cr
Franklin India Dividend Yield Fund-2.84%10.7%12.38%1.37%₹2,280 Cr
SBI Dividend Yield Fund1.93%10.68%1.08%₹8,554 Cr

About ICICI Prudential Dividend Yield Fund

ICICI Prudential Dividend Yield Fund is a dividend yield fund managed by ICICI Prudential Mutual Fund. Invest mainly in companies that pay high dividends relative to their share price.

The investment objective of ICICI Prudential Dividend Yield Equity Fund is to provide medium to long term capital gains and/or dividend distribution by predominantly investing in a well diversified portfolio of equity and equity related instruments of dividend yielding companies. However, there can be 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₹57.92129312
DirectIDCW₹24.38129309
RegularGrowth₹51.20129310
RegularIDCW₹18.19129311

Frequently asked questions

What is the NAV of ICICI Prudential Dividend Yield Fund today?

The NAV of ICICI Prudential Dividend Yield Fund (Direct plan, Growth) is ₹57.92 and the Regular plan NAV is ₹51.20, as of 18 Sept 2026.

What returns has ICICI Prudential Dividend Yield Fund given?

Over the last year the Direct plan returned -3.56%, and 14.33% a year over 3 years and 16.59% a year over 5 years. That places it 3 of 9 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of ICICI Prudential Dividend Yield Fund?

The Direct plan charges 0.76% 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 Dividend Yield Fund?

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

How much has ICICI Prudential Dividend Yield Fund fallen in the past?

Its deepest fall was 44.8% from 12 Jan 2018 to 23 Mar 2020. Of every one-year stretch in its history, 77% ended in a gain.

What does ICICI Prudential Dividend Yield Fund invest in?

As on 31 Jul 2026 it held 71 positions, the largest being HDFC Bank Ltd (7.9%), ICICI Bank Ltd (6.5%), Sun Pharmaceutical Industries Ltd (5.4%). Its biggest sector was banks at 21.5% of the fund. Portfolios change every month.

Which category does ICICI Prudential Dividend Yield Fund belong to?

It is a Dividend Yield Fund from ICICI Prudential Mutual Fund. Invest mainly in companies that pay high dividends relative to their share price.

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 Dividend Yield 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.