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ICICI Prudential Mutual Fund

ICICI Prudential Retirement Fund Hybrid Conservative Plan

ICICI Prudential Mutual Fund · Direct plan · Growth

3-year returns
9.7%
a year
NAV
₹20.18
▲ 0.15% · 18 Sept 2026
Fund size
₹98 Cr
Expense ratio
1.04%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹18.27 and has returned 8.47% a year over 3 years.

Returns, and where it stands

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

PeriodThis fundCategoryRank
1 year5.4%1.8%ahead4 of 29
3 years9.7%9.8%behind11 of 26
5 years8.7%9.1%behind13 of 25
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.1%-1.2%
3 months1.1%0.8%
6 months3.5%2.9%
1 year5.4%4.1%
2 yearsp.a.6.5%5.2%
3 yearsp.a.9.7%8.5%
5 yearsp.a.8.7%7.5%
7 yearsp.a.9.7%8.3%

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 Feb 2019.

Plan

NAV history

▲ 5.4% in the last 1Y

19.019.720.418 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
₹22,414
XIRR (per year)
7.79%
Value today
₹2,02,414

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

  • Debt65.1%
  • Equity22.4%
  • Cash12.5%

Top holdings

The ten largest holdings and their share of the fund
Government SecuritiesSOV24.1%
Government SecuritiesSOV6.01%
Housing and Urban Development Corporation Ltd. **ICRA AAA5.32%
NABARD **CRISIL AAA5.18%
Rural Electrification Corporation Ltd. **CRISIL AAA4.25%
Government SecuritiesSOV3.78%
Nirma Ltd. **CRISIL AA3.63%
Power Finance Corporation Ltd. **CRISIL AAA2.1%
Vedanta Ltd. **CRISIL AA+2.09%
Yes Bank Ltd. **CRISIL AA-2.07%

and 27 more holdings.

Where the equity sits

  • Banks2.7%
  • Auto Components2.42%
  • Ferrous Metals2.25%
  • Consumer Durables1.91%
  • Automobiles1.66%
  • Pharmaceuticals & Biotechnology1.55%
  • Aerospace & Defense1.4%
  • IT - Software1.28%

and 8 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
4.6% a year
4.5% less than the category average — the steadier side
Worst fall so far
−10.2%
Feb 2020 to Mar 2020, against −18.4% for the category.
Years that made money
99.8%
Of every one-year stretch it has been through.
Over any three years
7.1% to 13.4%
A year, at worst and at best. Typically 10.1%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
5 years
Plan started
28 Feb 2019
Portfolio turnover
0.82x
Expense ratio
1.04%
as of 31 Jul 2026

Managed by Sharmila D’mello, Darshil Dedhia, Rohit Lakhotia, Manasvi Shah

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 Retirement Fund Hybrid Conservative Plan against other funds in the Retirement Fund category
Fund1Y3Y5YExpenseFund size
ICICI Prudential Retirement Fund Pure Equity Plan6.29%19.48%19.16%0.86%₹2,158 Cr
ICICI Prudential Retirement Fund Hybrid Aggressive Plan6.35%17.23%14.97%1.13%₹1,320 Cr
Aditya Birla Sun Life Retirement Fund-The 30S Plan11.58%15.77%12.16%0.97%₹487 Cr
Union Retirement Fund3.35%12.79%0.98%₹216 Cr
Tata Retirement Savings Fund-Progressive Plan4.31%12.76%10.44%0.82%₹2,255 Cr
Tata Retirement Savings Fund-Moderate Plan4.27%12.06%10.37%0.83%₹2,251 Cr
ICICI Prudential Retirement Fund Hybrid Conservative Plan5.4%9.72%8.69%1.04%₹98 Cr

About ICICI Prudential Retirement Fund Hybrid Conservative Plan

ICICI Prudential Retirement Fund Hybrid Conservative Plan is a retirement fund managed by ICICI Prudential Mutual Fund. Solution-oriented funds for retirement, with a lock-in of 5 years or until retirement age, whichever is earlier.

To generate regular income through investments predominantly in debt and money market instruments. The Scheme also seeks to generate long term capital appreciation from the portion of equity investments under the Scheme. However, there is no assurance or guarantee that the investment objective of the plan 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

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

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

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹20.1848146716
DirectIDCW₹20.1845146718
RegularGrowth₹18.2725146717
RegularIDCW₹18.2724146719

Frequently asked questions

What is the NAV of ICICI Prudential Retirement Fund Hybrid Conservative Plan today?

The NAV of ICICI Prudential Retirement Fund Hybrid Conservative Plan (Direct plan, Growth) is ₹20.1848 and the Regular plan NAV is ₹18.2725, as of 18 Sept 2026.

What returns has ICICI Prudential Retirement Fund Hybrid Conservative Plan given?

Over the last year the Direct plan returned 5.4%, and 9.72% a year over 3 years and 8.69% a year over 5 years. That places it 11 of 26 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of ICICI Prudential Retirement Fund Hybrid Conservative Plan?

The Direct plan charges 1.04% 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 Retirement Fund Hybrid Conservative Plan?

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

How much has ICICI Prudential Retirement Fund Hybrid Conservative Plan fallen in the past?

Its deepest fall was 10.2% from 14 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 100% ended in a gain.

What does ICICI Prudential Retirement Fund Hybrid Conservative Plan invest in?

As on 31 Jul 2026 it held 37 positions, the largest being Government Securities (24.1%), Government Securities (6%), Housing and Urban Development Corporation Ltd. ** (5.3%). Its biggest sector was banks at 2.7% of the fund. Portfolios change every month.

Which category does ICICI Prudential Retirement Fund Hybrid Conservative Plan belong to?

It is a Retirement Fund from ICICI Prudential Mutual Fund. Solution-oriented funds for retirement, with a lock-in of 5 years or until retirement age, whichever is earlier.

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 Retirement Fund Hybrid Conservative Plan taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

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.