Sectoral / Thematic · Equity

ICICI Prudential Active Momentum Fund

ICICI Prudential Asset Management Company Limited

Benchmark

Nifty 500 TRI

Riskometer

Very High

Size

₹2,092 cr

Allotted

25 Jul 2025

Holdings as of

30 Sep 2026

ICICI Prudential Active Momentum Fund is a sectoral / thematic fund of ICICI Prudential Asset Management Company Limited with ₹2,092 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 1 of 1 periods. Its direct plan charges 1.81% a year. Manasvi Shah has managed it for 1.2 years.

Has ICICI Prudential Active Momentum Fund beaten its benchmark?

Ahead of its benchmark, Nifty 500 TRI, in 1 of 1 periods in AMFI's figures; +5.19% over the last year against −4.30%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−2.19%	−3.60%	—
3 months	−0.92%	−5.03%	—
6 months	+3.47%	−1.83%	—
1 year	+5.19%	−4.06%	+9.25 pts
3 years	—	+9.27%	—
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 28 Jul 2025	+6.16%	—	—

Valarth price history to 13 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty 500 TRI) in 1 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+5.19%	+4.03%	−4.30%	+9.49	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Value of 100, month-end

Jul 2025 to 13 Oct 2026

Fund 107Nifty 500 TRI 97

₹100 put in at the start of Jul 2025 would be ₹107 on 13 Oct 2026, against ₹97 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does ICICI Prudential Active Momentum Fund cost?

1.81% a year on the direct plan, 2.86% on the regular plan; 156 of 174 funds in its category charge less.

Direct plan

1.81% a year

Category median 1.22%

Regular plan

2.86% a year

Category median 2.38%

Gap

1.05 points

for the same holdings

156 of 174 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages ICICI Prudential Active Momentum Fund?

Manasvi Shah, since 25 Jul 2025; Sharmila D'silva, since 25 Jul 2025.

Manasvi Shah

Comanage

1.2 years

since 25 Jul 2025

Sharmila D'silva

Comanage

1.2 years

since 25 Jul 2025

Benchmark as filedNifty 500 TRI

Exit load

• 1% of the applicable NAV - If the amount sought to be redeemed or switched out is invested for a period of up to one month from the date of allotment. • NIL – If the amount sought to be redeemed or switched out is invested for a period of more than one month from the date of allotment

From 3 Scheme Summary Documents filed with NSE, first on 14 Jun 2026; as on 31 Aug 2026

What does ICICI Prudential Active Momentum Fund hold?

49 holdings as of 30 Sep 2026; the ten largest are 28.6% of the fund, the largest Samvardhana Motherson International Ltd. at 3.8%.

Mix

Holdings as of 30 Sep 2026

Equity93.7%Debt0.0%Cash6.3%Other0.0%

Holdings

46 shares

Top ten

28.6%

of the fund

Effective holdings

42.0

spread, as if equal-weighted

Matched to our table

100%

of the equity

Five largest

% of fund

Samvardhana Motherson International Ltd.3.76%

Axis Bank Ltd.3.00%

Mahindra & Mahindra Ltd.2.99%

Titan Company Ltd.2.92%

SPR Auto Technologies Ltd.2.85%

Five largest industries

% of fund

Industrial Products11.3%

Auto Components10.1%

Electrical Equipment9.40%

Retailing8.40%

Automobiles7.90%

By company size

% of equity · SEBI size lists

Large Cap47.2%Mid Cap26.3%Small Cap26.5%

How does ICICI Prudential Active Momentum Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro

Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.

Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro

The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is ICICI Prudential Active Momentum Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro

Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker

Nearest to the Nifty 50: 80% of it differs from the index (an active fund is usually above 60%).

Active share 79.9%60%

Funds that hold much the same

% of holdings in common

Axis Focused Fund30.2% the same

12 shared holdings

Axis Flexi Cap Fund29.7% the same

18 shared holdings

Axis Large & Mid Cap Fund28.6% the same

27 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro

How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

Who manages ICICI Prudential Active Momentum Fund?

Manasvi Shah (Comanage) since 25 Jul 2025; Sharmila D'silva (Comanage) since 25 Jul 2025.

What is the expense ratio of ICICI Prudential Active Momentum Fund?

1.81% a year on the direct plan and 2.86% on the regular plan (expense report, Oct 2026).