ICICI Prudential India Opportunities Fund Marks 7 Years, Rs 10 Lakh Investment Grows to Rs 37.76 Lakh

ICICI Prudential India Opportunities Fund has completed seven years since its launch in January 2019, which shows steady growth for investors.

A Rs 10 lakh investment at inception would have grown to around Rs 37.76 lakh by December 31, 2025, with a CAGR of 21.02 per cent. Over the same period, a similar investment in the Nifty 500 TRI benchmark would have increased to about Rs 28.05 lakh, with a CAGR of 15.97 per cent.

For investors using the SIP route, a monthly investment of Rs 10,000 since the scheme’s inception, totalling Rs 8.4 lakh, would have grown to approximately Rs 19.88 lakh by December 31, 2025, which delivers a CAGR of 24.19 per cent. Over the same period, a similar SIP in the scheme’s benchmark would have recorded a CAGR of 17.02 per cent.

According to the ICICI Prudential India Opportunities Fund release, a SIP started five years ago, with a total investment of Rs 6,00,000, would have grown to approximately Rs 10.41 lakh, reflecting a CAGR of 22.20 per cent. Over the past three years, a total SIP investment of Rs 3,60,000 would have grown to around Rs 4.80 lakh, with a CAGR of 19.67 per cent.

The scheme focuses on companies experiencing special situations, such as corporate restructuring, regulatory changes, sector-specific disruptions, and other temporary challenges, aiming for long-term capital growth.

According to the release, as of December 31, 2025, the scheme’s portfolio was predominantly invested in large-cap stocks, with allocations across financials, IT, pharmaceuticals, construction, and other sectors, which shows a diversified yet opportunity-focused approach.

Sankaran Naren, ED & CIO, ICICI Prudential AMC and Fund Manager of ICICI Prudential India Opportunities Fund, said, “Special situations are unique opportunities that companies may face from time to time. These could be unexpected market dislocations, industry consolidation, regulatory change, etc.”

He added that the objective of investing in such companies is to turn these moments into opportunities for long-term investors. When identified early, these opportunities may unlock considerable value in the future.

ICICI Prudential India states that the scheme is designed for investors aiming for long-term wealth creation and who can tolerate the higher volatility linked with equity investments in special situations. The scheme involves a high level of investment risk.