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ICICI Prudential US Bluechip Equity Fund
Instrument 1 Year Return 3 Year Return 5 Year Return
ICICI Prudential US Bluechip Equity Fund 23.90% 16.62% 13.46%
Benchmark (S&P 500 Index – TRI) 20.26% 16.70% 14.08%
{Data as of December 10, 2019; Source: Value Research}
ICICI Prudential US Bluechip Equity Fund is a relatively recent addition to the foreign funds category. It joined the international funds club in July 2012. However, even in this relatively short span of time, the scheme has succeeded in emerging as one of the best international funds in India.
It outperformed its benchmark over the last 1 year period by generating returns of 23.90%. It generated slightly lower returns than its benchmark in the 5 years (13.46%) period.
As on December 10, 2019, the scheme has invested 97.20%% of its assets in US equities and the balance 2.8% in debt and cash instruments. The scheme has given maximum weightage to the Healthcare (24.20%) in its portfolio, followed by Technology (20.01%) and FMCG services (13.36%).
Thus, the scheme follows a relatively conservative approach when its comes to sector-wise allocation of its funds which helps it in managing its overall risk quotient.
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