Investor Seeks Advice on Mutual Fund Investments in ICICI Prudential, HDFC, and IDFC

An investor is seeking guidance on whether to continue or switch their mutual fund investments across ICICI Prudential, HDFC, and IDFC. The investments span multi-asset, bluechip, infrastructure, and bond funds.

The ICICI Prudential Infrastructure Fund Growth, with an AUM of 5186.46 crores, has delivered a CAGR of 26.63% over the last 5 years. It carries an exit load of 1.00% and an expense ratio of 1.90%. The minimum investment is Rs 5000, with a minimum SIP of Rs 100.

Morningstar rates the fund's risk as Medium and return as Exceptional. Top holdings include NTPC, HDFC Bank, ICICI Bank, and Larsen & Toubro. The fund is primarily invested in sectors such as Construction Services, Regional Banks, Construction - Raw Materials, and Electric Utilities.

Comparable funds to consider are Quant Infrastructure Fund Growth, DSP India T.I.G.E.R. Fund - Regular Plan - Growth, SBI Infrastructure Fund Regular Growth, and Franklin Build India Fund Growth. The ICICI Prudential Infrastructure Fund Growth has a Sharpe ratio of 2.12 and a standard deviation of 13.84%.

Why this matters: With the Indian economy poised for growth, infrastructure investments are gaining attention. Investors are keen to understand the performance and potential of key infrastructure funds to make informed decisions about their portfolios.

The investor is carefully evaluating the track record, risk-return profile, and sector exposure of the ICICI Prudential Infrastructure Fund against similar offerings. "I want to ensure my investments are well-positioned to capitalize on India's infrastructure push while managing risk," the investor stated. Expert advice will be crucial in determining whether to stay the course or reallocate investments across the ICICI Prudential, HDFC, and IDFC fund options under consideration.

Key Takeaways

• Investor seeking guidance on ICICI Prudential, HDFC, IDFC mutual fund investments.
• ICICI Prudential Infrastructure Fund: 5-year CAGR 26.63%, AUM 5186.46 crores.
• Fund rated Medium risk, Exceptional return by Morningstar, with 2.12 Sharpe ratio.
• Comparable funds to consider: Quant, DSP, SBI, Franklin infrastructure funds.
• Investor aims to capitalize on India's infrastructure growth while managing risk.