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ICICI Opportunities Fund
The ICICI Opportunities Fund is an open-ended thematic equity fund and the ICICI Prudential Mutual Fund House manages it. The fund was launched on January 15th, 2019. It follows a special situation theme-based asset allocation strategy. Currently, assets managed by the fund are worth Rs 4,18,31,871 crores as of October 31st, 2021.
Investment Plans
-
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Under sec 80C & 10(10D) -
₹1 Crore
Invest ₹10k per month* -
Zero LTCG Tax
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Best SIP Funds
Payment Mode
Invest
₹ 10,000
Invest for
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Large Cap Equity Fund
AUM (Cr)
₹2,675
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 24.5 %
Instant tax receipt
Opportunities Fund
AUM (Cr)
₹37,289
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 25.28 %
Instant tax receipt
Accelerator Mid-Cap Fund II
AUM (Cr)
₹5,652
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.88 %
Instant tax receipt
Diversified Equity Fund
AUM (Cr)
₹3,581
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.74 %
Instant tax receipt
Frontline Equity Fund
AUM (Cr)
₹4,348
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.61 %
Instant tax receipt
Grow Money Plus Fund
AUM (Cr)
₹440
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.38 %
Instant tax receipt
Instant tax receipt
Instant tax receipt
Large Cap Equity Fund
AUM (Cr)
₹2,675
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 24.5 %
Diversified Equity Fund
AUM (Cr)
₹3,581
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.74 %
Frontline Equity Fund
AUM (Cr)
₹4,348
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.61 %
Grow Money Plus Fund
AUM (Cr)
₹440
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 20.38 %
Growth Super Fund
AUM (Cr)
₹13,357
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 19.88 %
Future Opportunity Fund
AUM (Cr)
₹66
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.01 %
Opportunities Fund
AUM (Cr)
₹37,289
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 25.28 %
Accelerator Mid-Cap Fund II
AUM (Cr)
₹5,652
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 23.88 %
Growth Opportunities Plus Fund
AUM (Cr)
₹986
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 22.68 %
Classic Opportunities Fund
AUM (Cr)
₹13,638
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 21.41 %
Opportunities Fund
AUM (Cr)
₹3,368
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 22.64 %
Whole Life Income Fund
AUM (Cr)
₹866
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 6.2 %
Whole Life Aggressive Growth Fund
AUM (Cr)
₹878
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 22.45 %
Save N Grow Money Fund
AUM (Cr)
₹65
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 11.79 %
Asset Allocation Fund II
AUM (Cr)
₹295
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 13.83 %
Multi Cap Balanced Fund
AUM (Cr)
₹2,021
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 14.14 %
Super Select Equity Fund
AUM (Cr)
₹1,296
Estimated Value
₹
After 5 years
Returns (p.a.)
+ 21.51 %
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The fund is most suitable for investors who aim to build long-term wealth and seek an equity scheme that invests in stocks.
ICICI Opportunities Fund Facts
The following table shows some of the important facts about the ICICI Opportunities Fund:
|
Fund House |
ICICI Prudential Mutual Fund |
|
Launch Date |
January 15th, 2019 |
|
Benchmark |
NIFTY 500 TRI |
|
Fund Type |
Open-Ended |
|
Expense Ratio |
1.96% |
|
Risk Profile |
Very High |
|
NAV (as on November 12th, 2021) |
Rs.18 |
|
Turnover |
54% |
- Insurance Companies
- Mutual Funds
| Returns | ||||
|---|---|---|---|---|
| Fund Name | 5 Years | 7 Years | 10 Years | |
| High Growth Fund Max Life | 27.23% | 21.46% |
18.4%
View Plan
|
|
| Top 200 Fund Tata AIA | 30.5% | 21.98% |
17.46%
View Plan
|
|
| Accelerator Mid-Cap Fund II Bajaj Allianz | 23.88% | 13.2% |
14.66%
View Plan
|
|
| Opportunities Fund HDFC Standard | 25.28% | 15.22% |
14.73%
View Plan
|
|
| Growth Plus Fund Canara HSBC Oriental Bank | 17.57% | 10.59% |
10.62%
View Plan
|
|
| Grow Money Plus Fund Bharti AXA | 20.38% | 14.3% |
13.98%
View Plan
|
|
| Multiplier Birla Sun Life | 26.06% | 14.54% |
15.46%
View Plan
|
|
| Equity Top 250 Fund Edelwiess Tokio | 19.8% | 12.5% |
11.59%
View Plan
|
|
| Opportunities Fund ICICI Prudential | 22.64% | 13.76% |
12.43%
View Plan
|
|
| Flexi Growth Fund LIC | - | - |
-
View Plan
|
|
Fund rating powered by
Last updated:
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| Returns | ||||
|---|---|---|---|---|
| Fund Name | 3 Years | 5 Years | 10 Years | |
| Active Fund QUANT | 23.92% | 31.48% |
21.87%
|
|
| Flexi Cap Fund PARAG PARIKH | 20.69% | 26.41% |
19.28%
|
|
| Large and Mid-Cap Fund EDELWEISS | 22.34% | 24.29% |
17.94%
|
|
| Equity Opportunities Fund KOTAK | 24.64% | 25.01% |
19.45%
|
|
| Large and Midcap Fund MIRAE ASSET | 19.74% | 24.32% |
22.50%
|
|
| Flexi Cap Fund PGIM INDIA | 14.75% | 23.39% |
-
|
|
| Flexi Cap Fund DSP | 18.41% | 22.33% |
16.91%
|
|
| Emerging Equities Fund CANARA ROBECO | 20.05% | 21.80% |
15.92%
|
|
| Focused fund SUNDARAM | 18.27% | 18.22% |
16.55%
|
|
Last updated: May 2025
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Investment Objective
The investment objective of the ICICI Opportunities Fund is to generate long-term capital appreciation by investing in opportunities provided by special situations. These include corporate restructuring, Government policy and/or regulatory changes, and companies going through unique temporary challenges. The scheme follows a combination of value and growth styles of investing.
The ICICI Opportunities Fund has 94.61% investments in Indian stocks, out of which 65.36% is in large-cap stocks, 15.42% in mid-cap stocks, and 8.52% in small-cap stocks. In addition, the fund has 0.24% investments in debt in the form of Government securities. However, there is no guarantee that the scheme's investment objective would be achieved.
Fund Summary
The ICICI Opportunities Fund offers four types of fund schemes for their customers to choose from. They are as follows:
-
ICICI Opportunities Fund Growth
-
Risk: High
-
Expense Ratio: 1.96%
-
Net Asset Value (NAV): Rs.18 (as of November 12th, 2021)
-
Returns (1 year): 86.34%
-
CAGR (Since inception): 23.11%
-
-
ICICI Opportunities Fund Dividend
-
Risk: High
-
Expense Ratio: 1.96%
-
Net Asset Value (NAV): Rs.17.10 (as of November 12th, 2021)
-
Returns (1 year): 77.02%
-
CAGR (Since inception): 20.89%
-
-
ICICI Opportunities Fund Direct Plan - Growth
-
Risk: High
-
Expense Ratio: 0.68%
-
Net Asset Value (NAV): Rs.18.80 (as of November 12th, 2021)
-
Returns (1 year): 88.94%
-
CAGR (Since inception): 25.02%
-
-
ICICI Opportunities Fund Direct Plan Dividend
-
Risk: High
-
Expense Ratio: 0.68%
-
Net Asset Value (NAV): Rs.17.90 (as of November 12th, 2021)
-
Returns (1 year): 79.72%
-
CAGR (Since inception): 22.87%
-
Fund Return Summary
The table given below shows the absolute and annualized returns of the ICICI Opportunities Fund:
|
Period Invested For |
Absolute Returns |
Annualized Returns |
|
1 week |
1.58% |
- |
|
1 month |
0.33% |
- |
|
3 months |
15.09% |
- |
|
6 months |
24.48% |
- |
|
Year-To-Date |
58.17% |
- |
|
1 year |
86.34% |
86.34% |
|
2 year |
77.16% |
33.00% |
|
Since Inception |
80.00% |
23.11% |
*Returns are subject to change. The investment risk in the investment portfolio is borne by the policyholder.
Pros and Cons
The table below shows the pros and cons of the ICICI Opportunities Fund:
|
Pros |
Cons |
|
The Direct Plan schemes under the ICICI Opportunities Fund have a low expense ratio. |
The fund has a high-risk factor in all schemes offered by it. |
|
Medium-term returns have a possibility of an increase due to higher AUM. |
The fund charges exit load. |
|
Returns are high since inception in all schemes. |
Fund consistency is average. |
|
The value and growth style of investing is beneficial for long-term returns. |
Returns would not be satisfying in short-term periods. |
|
The fund has a high return performance. |
|
|
The fund charges no entry load. |
|
|
There is no lock-in period. |
Benefits of ICICI Opportunities Fund
The ICICI Opportunities Fund has several benefits for its customers. Some of them are listed below:
-
Risk Mitigation: ICICI Opportunities Fund has devised strategies regarding the mitigation of risks. Since it is a fund with a high-risk rating, it takes care of investment losses by diversifying its investments. To do so, it invests in multi-sector companies as well as large-cap, mid-cap, and small-cap companies. The fund also invests in derivatives for hedging and portfolio balancing.
-
Wealth Creation: ICICI Opportunities Fund is an equity fund that specializes in long-term gains. This leads to meeting the long-term wealth creation goals. For this, investors must make sure to invest in the fund for more than five years.
-
Convenience: ICICI Opportunities Fund is a convenient option for people to invest in. Investments can be made in the form of SIPs or lump sums. Investors also have a choice of liquidating their investments if they need urgent funds for any personal purpose. In addition to this, the online portal for ICICI Opportunities Fund eases the process of investment and redemption for customers.
-
Performance Rating: ICICI Opportunities Fund has a benchmark of NIFTY 500 TRI, which acts as the primary source of rating the fund. S&P BSE 500 TRI provides the secondary rating for the fund. Over the last two years, the fund has profitably outperformed the benchmark indexes.
Who Should Invest in ICICI Opportunities Fund?
Providing long-term wealth creation is the primary goal of the ICICI Opportunities Fund. People who fall under any of the following conditions are a perfect fit for investing in the fund:
-
People who are looking for long-term wealth creation
-
Investors who are willing to take high-risk
-
Investors looking for high returns
Due to the high-risk profile of the fund, the need for an aggressive style of investment arises.
In Conclusion
ICICI Prudential Mutual Fund House manages the ICICI Opportunities Fund, which aims at providing long-term wealth creation by making special situation theme-based investments. The fund has four different categories which are suitable for investors with a large risk appetite.
FAQ's
-
Q. Who manages the ICICI Opportunities Fund?
A. Sankaran Naren and Roshan Chutkey have managed the ICICI Opportunities Fund since December 26th, 2018. -
Q. What is meant by Portfolio Turnover?
A. Portfolio turnover is defined as the lowering of purchases and sales after reducing all subscription and redemption transactions. It is calculated as a percentage of average assets under the scheme's management during a specific period. -
Q. How does the ICICI Opportunities Fund mitigate interest rate risk?
A. In a scenario of rising interest rates, the fund would increase its investment in money market securities. If interest rates fall, the allocation to debt securities with longer maturity would be increased. -
Q. What is the limit for a minimum investment in SIPs under ICICI Opportunities Fund?
A. The minimum limit for SIP investment under the fund is Rs.100. -
Q. How much Exit Load does the ICICI Opportunities Fund charge?
A. For redemption within 365 days, the ICICI Opportunities Fund charges an Exit Load of 1%.
*All savings are provided by the insurer as per the IRDAI approved insurance
plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
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