MFRegular · Growth

ICICI Prudential CRISIL-IBX AAA Bond Financial Services Index - Dec 2026 Fund - Regular Plan - Growth

Debt OrientedDebt - Index FundBenchmark: CRISIL-IBX AAA Financial Services Index - Dec 2026
NAV · 14 Nov 2025₹10.65+0.00%
AUM₹17 Cr
Expense Ratio0.27%
CAGR
Exit Load0.25% on or before 30D, Nil after 30D
Min SIP₹100
Launched2025

Investment Objective

The investment objective of the scheme is to track the CRISIL-IBX AAA Financial Services Index - Dec 2026 by investing in Securities maturing on or before December 2026, subject to tracking errors.

Fund Mandate

Debt and Money Market instruments including cash and cash equivalents (T-Bills, G-Sec with residual maturity of upto 1 year and Tri- Party Repos)0%–5%
Securities forming part of CRISIL-IBX AAA Financial Services Index - Dec 202695%–100%
Asset Allocation
Debt96.5%
Cash & Equivalents3.5%
Fund Managers
DD
Darshil Dedhia
Fund Manager
Key Information
0.27%
₹100
₹1,000
0.25% on or before 30D, Nil after 30D
Nil
Inception27 Jan 2025
AMC
Top Holdings
1364 Days Treasury Bills14.34%
28% Aditya Birla Capital Ltd. **13.22%
37.49% NABARD **12.73%
47.98% Bajaj Housing Finance Ltd. **12.15%
57.8445% Tata Capital Housing Finance Ltd. **12.15%
68.0359% Kotak Mahindra Investments Ltd. **6.07%
77.68% Indian Railway Finance Corporation Ltd. **4.26%
87.62% Export-Import Bank Of India **3.64%
97.905% Tata Capital Ltd. **3.03%
107.64% Power Finance Corporation Ltd.3.03%
Sector Allocation
Other100.0%
Trailing Returns
PeriodReturns
1 Day+0.00%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.27%
0.25% on or before 30D, Nil after 30D
Nil
₹100
₹1,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme