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ICICI Prudential Active Momentum Fund - Growth is an equity scheme managed by ICICI Prudential Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.86% on assets of ₹1,918Cr. The fund is currently managed by Manasvi Shah, appointed within the last year.
Lower is better.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
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| Star |
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| Samco Active Momentum Fund - Regular Plan - Growth Option | Samco Mutual Fund | ₹647 Cr | 2.42% | — | — | 3★ |
| Samco Active Momentum Fund - Direct Plan - Growth Option | Samco Mutual Fund | ₹647 Cr | 0.99% | — | — | 4★ |
| Union Active Momentum Fund - Direct Plan - Growth Option | Union Mutual Fund | ₹440 Cr | — | — | — | 2★ |
| Union Active Momentum Fund - Direct Plan - IDCW Option | Union Mutual Fund | ₹440 Cr | — | — | — | 2★ |
| Union Active Momentum Fund - Regular Plan - Growth Option | Union Mutual Fund | ₹440 Cr | — | — | — | 1★ |
| Nippon India Active Momentum Fund - Regular Plan- Growth Option | Nippon India Mutual Fund | ₹403 Cr | 1.67% | — | — | 4★ |
| Motilal Oswal Active Momentum Fund- Regular- Growth | Motilal Oswal Mutual Fund | ₹396 Cr | 2.47% | — | — | 5★ |
| Kotak Active Momentum Fund - Regular Plan - Growth | Kotak Mahindra Mutual Fund | ₹1,442 Cr | 2.14% | — | — | — |