in5points
FinanceDalal Street Investment Journal

ICICI Prudential Flexicap Fund Completes Five Years; Rs 10 Lakh Investment Grows to Rs 19.61 Lakh

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  1. ICICI Prudential Flexicap Fund completed five years since its launch on July 17, 2021.

  2. A lump sum investment of Rs 10 lakh at inception grew to Rs 19.61 lakh as of June 30, 2026, delivering a CAGR of 14.55%, outperforming its benchmark BSE 500 TRI (CAGR 11.88%).

  3. A monthly SIP of Rs 10,000 since inception (total Rs 6 lakh) grew to Rs 8.47 lakh with a CAGR of 13.83%, versus the benchmark's CAGR of 10.43%.

  4. The fund invests 60-65% in growth-oriented businesses and 30-35% in contra/cyclical opportunities, with a tilt towards consumption-oriented sectors like retail, consumer discretionary, automobiles, and banking.

  5. Senior Fund Manager Rajat Chandak attributed performance to disciplined stock selection, bottom-up research, and long-term holding of quality businesses.

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