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ICICI Prudential Commodities Fund

Sectoral/ Thematic · ICICI Prudential Asset Management Company Limited

In plain words

Among the 946 funds in its category, this one has grown money a bit faster than average. ₹1 lakh invested 5 years ago would be about ₹1.9 lakh today. Investing ₹10,000 every month for the last 5 years would have put in ₹6.1 lakh and grown it to about ₹8.7 lakh. Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹58,800. Funds like this reward patience and punish panic-selling.

New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.
ICICI Prudential Commodities Fund has fallen 41% from a peak. See that fall charted in rupees, and every month it took to recover.
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ICICI Prudential Commodities Fund is a Sectoral/ Thematic fund from ICICI Prudential Asset Management Company Limited. It has a track record of about 6.9 years. As of the latest data it carries an RS rating of 32/99 (its recent momentum versus category peers) and a King Score of 60/100 (a long-term quality composite). The current NAV is ₹49.54 (as of 2026-09-16).

At a glance. Long-term quality (King Score): 60/100 · Current momentum (RS): 32/99 · 5-year CAGR: 13.52% · Worst-ever fall: -41.2%
32RS rating
60King Score
13.39%3Y CAGR
13.52%5Y CAGR
-41.2%Max drawdown
0.34Sharpe 3Y
0.81%Expense
3998AUM ₹Cr

Growth of ₹100 - last 5 years

2021-092026-08
What ₹100 invested 5 years ago would be worth today, from actual NAV history.

ICICI Prudential Commodities Fund returns: last 1, 3, 5 and 10 years

PeriodThis fundCategory average
1 month-3.86%-3.47%
3 months-5.2%2.0%
6 months3.94%10.56%
1 year6.81%4.78%
3 years (CAGR)13.39%13.85%
5 years (CAGR)13.52%12.48%

The last 5 years return is 13.52% a year (₹1 lakh → ₹1.9 lakh), and the last 3 years return is 13.39% - behind its category's 13.85% average by 0.5 points. Its trailing one-year return is 6.81%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.

Year-by-year returns

YearICICI Prudential CommoBenchmark
2020+41.2%n/a
2021+72.7%n/a
2022+16.3%n/a
2023+28.7%n/a
2024+9.5%n/a
2025+17.9%n/a
2026+2.2%n/a

Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.

What a monthly SIP in ICICI Prudential Commodities Fund would have made

A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.

SIP durationYou investedIt becameXIRR
3 years₹370,000₹425,2919.27%
5 years₹610,000₹870,74414.2%

Over 5 years, ₹610,000 invested in monthly instalments would have grown to about ₹870,744 - an XIRR of 14.2%. Figures are pre-tax and assume you stayed invested throughout.

Risk & drawdowns

MeasureThis fundCategory average
Worst drawdown (lifetime)-41.2%-26.37%
Worst drawdown (3Y)-18.54%-20.9%
Volatility (1Y)20.24%19.02%
Sharpe (3Y)0.340.31
Bull-market return49.5%30.78%
Bear-market return-30.1%-23.76%

Timing matters more than people admit: the best possible 1-year stretch in ICICI Prudential Commodities Fund (starting 2020-05-08) gained 197.9%, while the worst (starting 2024-04-05) lost 7.9%. The worst peak-to-bottom fall ICICI Prudential Commodities Fund has ever put investors through is -41.2% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -30.1% annualised, versus 49.5% in rising markets.

How ICICI Prudential Commodities Fund behaves when markets fall

When the market is falling (the Nifty below its 200-day average), ICICI Prudential Commodities Fund has historically returned about -30.1% annualised, versus roughly 49.5% when the market is rising. Its deepest fall on record is -41.2%. Right now it sits about 7.18% below its all-time high (last hit 2026-05-27). The real question isn't the average year - it's whether you could hold on through the worst one.

How ICICI Prudential Commodities Fund ranks in its category

Percentile versus its ~946 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.

3-year return
65th
Drawdown resilience
21th
Consistency
83th
Risk-adjusted (Sharpe)
63th

Consistency (rolling returns)

MeasureValue
Median 3Y rolling CAGR23.0%
3Y windows positive100.0%
Worst 3Y window12.86%
3Y windows beating Nifty 500100.0%
Median 5Y rolling CAGR32.09%

Instead of one lucky start date, rolling returns test every start date. Across all 3-year windows in its history, ICICI Prudential Commodities Fund returned a median of 23.0% a year, and 100.0% of those windows were positive.

What ICICI Prudential Commodities Fund holds

Its latest monthly portfolio disclosure. This is what your money actually owns.

Top holdings

Jindal Steel Ltd. · Materials
7.8%
JSW Steel Ltd. · Materials
7.0%
Hindustan Petroleum Corporation Ltd. · Energy
6.2%
Hindalco Industries Ltd. · Materials
5.3%
UPL Ltd. · Materials
4.8%
Jindal Stainless Ltd. · Materials
4.5%
Ultratech Cement Ltd. · Materials
4.2%
Vedanta Ltd. · Materials
4.1%
Usha Martin Ltd. · Materials
4.0%
National Aluminium Company Ltd. · Materials
3.1%

Sector allocation

Materials
65.2%
Energy
6.8%
Iron & Steel
3.7%
Miscellaneous
2.8%
Steel
2.5%
Fertilisers
2.0%
Consumer Discretionary
1.9%
Aluminium
1.4%

The top 10 holdings make up 50.8% of the portfolio, across 48 stocks. A higher concentration means the fund's fortunes ride on fewer names.

Portfolio overlap with similar funds

ICICI Prudential Commodities Fund shares HDFC Transportation and Logistics Fund (0%), ICICI Prudential Transportation And Logistics Fund (0%), ICICI Prudential Innovation Fund (0%) of its portfolio with these category peers (overlap = the slice of the two portfolios invested in the same stocks). The lower the overlap, the more genuinely different the portfolios are.

Who manages ICICI Prudential Commodities Fund - and how good are they?

ICICI Prudential Commodities Fund is managed by Lalit Kumar and Sharmila D’mello. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.

Lalit Kumar's full record

Lalit Kumar currently runs 4 funds, across Large & Mid Cap Fund, Mid Cap Fund, Multi Cap Fund, Sectoral/ Thematic, with about ₹59,610 Cr under management. The book's average King Score is 74.8/100. Their strongest fund by King Score is ICICI Prudential Large & Mid Cap Fund (87/100); ICICI Prudential Commodities Fund ranks #4 of 4 in their book.

Tap any column heading to sort.

Swipe the table sideways to see all 13 columns →
#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1ICICI Prudential Large & Mid Cap Fund3287-0.4%4.3%-0.6%13.9%15.1%15.1%0.5417.7%-37.4%
2ICICI Prudential MidCap Fund5980-2.2%10.4%11.9%20.1%16.7%16.8%0.7421.0%-44.0%
3ICICI Prudential Multicap Fund3872-2.1%10.7%5.0%14.4%14.1%14.4%0.5617.7%-38.9%
4ICICI Prudential Commodities Fund (this page)3260-5.2%3.9%6.8%13.4%13.5%n/a0.3423.0%-41.2%

Sharmila D’mello's full record

Sharmila D’mello currently runs 21 funds, across Children s Fund, Flexi Cap Fund, FoF Overseas, Mid Cap Fund and more, with about ₹140,783 Cr under management. The book's average King Score is 68.3/100. Their strongest fund by King Score is ICICI Prudential Flexicap Fund (88/100); ICICI Prudential Commodities Fund ranks #16 of 21 in their book.

Tap any column heading to sort.

Swipe the table sideways to see all 13 columns →
#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1ICICI Prudential Flexicap Fund83883.7%12.9%3.4%14.8%14.6%n/a0.5520.4%-19.7%
2ICICI Prudential Transportation And Logistics Fund78876.5%15.9%6.1%21.1%n/an/a0.7827.8%-23.6%
3ICICI Prudential Innovation Fund56872.3%9.5%1.1%17.8%n/an/a0.8422.4%-16.5%
4ICICI Prudential Retirement Fund - Hybrid Conservative77840.9%3.1%5.3%9.6%8.6%n/a0.639.8%-10.2%
5ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund69812.2%14.1%5.1%21.1%15.4%n/a1.0225.4%-20.6%
6ICICI Prudential PSU Equity Fund4081-1.4%0.4%6.6%19.9%n/an/a0.6628.5%-23.0%
7ICICI Prudential Children's Fund3581-1.5%4.4%-2.6%11.7%11.4%11.4%0.3814.1%-31.1%
8ICICI Prudential MidCap Fund5980-2.2%10.4%11.9%20.1%16.7%16.8%0.7421.0%-44.0%
9ICICI Prudential Retirement Fund - Hybrid Aggressive8579-0.5%7.6%6.1%16.4%14.6%n/a0.6920.7%-28.7%
10ICICI Prudential Multicap Fund3872-2.1%10.7%5.0%14.4%14.1%14.4%0.5617.7%-38.9%
11ICICI Prudential Infrastructure Fund3969-2.5%7.1%1.7%16.5%20.7%17.4%0.5818.0%-46.8%
12ICICI Prudential Exports & Services Fund50670.7%8.1%1.5%13.4%13.4%13.8%0.5418.8%-37.5%
13ICICI Prudential India Opportunities Fund2266-1.9%1.3%-1.1%12.9%16.9%n/a0.5126.7%-40.1%
14ICICI Prudential Quant Fund3465-0.1%4.0%-2.2%10.5%9.9%n/a0.3117.9%-16.5%
15ICICI Prudential Housing Opportunities Fund1564-3.2%2.4%-2.8%9.9%n/an/a0.2418.7%-16.7%
16ICICI Prudential Commodities Fund (this page)3260-5.2%3.9%6.8%13.4%13.5%n/a0.3423.0%-41.2%
17ICICI Prudential MNC Fund4956-0.7%8.1%3.4%9.5%11.2%n/a0.2419.8%-30.7%
18ICICI Prudential ESG Exclusionary Strategy Fund2055-0.4%3.0%-6.8%10.6%9.3%n/a0.3118.2%-19.2%
19ICICI Prudential Bharat Consumption Fund42501.5%8.2%-6.2%9.1%12.4%n/a0.219.8%-31.3%
20ICICI Prudential Global Stable Equity Fund (FOF)63436.3%9.4%18.6%14.1%11.2%10.7%0.599.4%-26.2%
21ICICI Prudential Technology Fund52206.1%9.7%-10.0%5.0%3.0%17.5%-0.0815.7%-35.1%

A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.

Cost & fund basics

DetailValue
Expense ratio (Direct)0.81%
Exit load≈1% if redeemed within 1 year (typical)
Minimum investment₹5000
Fund size (AUM)₹3,998 Cr
Age6.9 years
Plan / OptionDirect · Growth

How ICICI Prudential Commodities Fund compares to peers

FundRSKing3Y CAGR
HDFC Transportation and Logistics Fund828924.1%
ICICI Prudential Transportation And Logistics Fund788721.1%
ICICI Prudential Innovation Fund568717.8%
LIC MF Healthcare Fund918721.4%
Kotak Manufacture in India Fund818319.1%
HDFC Defence Fund878336.0%
Compare side by side. Chart ICICI Prudential Commodities Fund against these peers on one screen - rebased returns, drawdowns, rolling windows and stock-level overlap.
Compare these funds free →

Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.

What these numbers mean

RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.

ICICI Prudential Commodities Fund review: the bottom line

On the data, its strengths are beating the Nifty 500 in 100.0% of 3-year windows. Points to keep your eyes open on: soft recent momentum (RS 32). Whether it fits you depends on your goals, horizon and risk appetite - this page describes the fund, it does not recommend it.

Related

Frequently asked questions

Is ICICI Prudential Commodities Fund a good mutual fund?

That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, ICICI Prudential Commodities Fund scores 60/100 on our King Score and RS 32/99 within its category, has compounded 13.39% a year over three years, and its worst drawdown was -41.2%. Compare those against your needs and the peer table above.

What is the NAV of ICICI Prudential Commodities Fund today?

The latest NAV is ₹49.54 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.

What is the expense ratio of ICICI Prudential Commodities Fund?

The Direct-plan expense ratio is 0.81% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.

Who is the fund manager of ICICI Prudential Commodities Fund?

ICICI Prudential Commodities Fund is managed by Lalit Kumar; Sharmila D’mello.

Is ICICI Prudential Commodities Fund safe? How risky is it?

No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -41.2% - ₹1 lakh briefly becoming about ₹58,800. As a sectoral & thematic fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.

Is ICICI Prudential Commodities Fund good for SIP?

We can't tell you what to do, but here is what actually happened: a ₹10,000 monthly SIP over the last 5 years grew ₹6.1 lakh into about ₹8.7 lakh (XIRR 14.2%). SIPs average your entry price, which helps most in funds that swing hard - check the crash-behaviour section above to see how it treats investors in bad markets.

What are the SIP returns of ICICI Prudential Commodities Fund?

A ₹10,000/month SIP over 5 years would have grown to about ₹870,744 (an XIRR of 14.2%) on ₹610,000 invested, using the fund's actual NAV history. See the SIP table above for other durations.

How does ICICI Prudential Commodities Fund rank among similar funds?

On 3-year returns it sits around the 65th percentile of its category, and its consistency ranks 83th percentile. 100th is best-in-class, 50th is average. See the category-ranking section above.

Is ICICI Prudential Commodities Fund tax-efficient / what about capital gains?

As a sectoral & thematic fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.

Direct or Regular plan - which is shown here?

All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.

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Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.

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