ICICI Prudential Mutual Fund Solution Oriented Retirement Fund
Expense Ratio
1.05%
AUM
₹43.20 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-32.98%
Poor
6 Months
+6.22%
Below Average
1 Year
+13.34%
Average
3 Years
+22.13%
Excellent
5 Years
+18.10%
Excellent

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 20 quarters

AUM Metrics

Key indicators

Current AUM
₹43.20 Cr
Recent Trend
Growing
Stability Score
45.8
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+71.53%
3Y
3Y CAGR
+389.18%
5Y
5Y CAGR
+1706.59%

Growth Assessment: Excellent Growth

• Strong investor confidence with high inflows

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
12.30%
Annualized standard deviation
Sharpe Ratio
1.280
Good - Risk-adjusted return
Max Drawdown
-14.70%
Moderate - Worst decline
Consistency
67.4%
Performance consistency

Volatility Breakdown

Daily Volatility
0.77%
Average daily price movement
Annualized Volatility
12.30%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance