Aditya Birla Sun Life Focused Equity Fund vs ICICI Prudential Focused Equity Fund compare

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tortoise-icon ICICI Prudential Focused Equity Fund - Growth

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9109 Cr ₹7642 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 May 2009 05 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 78% 45%
Expense Ratio 1.75 1.82
Manager Sharmila D'mello Dhaval Joshi
ISIN Code INF109K01BZ4 INF209K01462
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month -6.04% -5.35%
6 Month 7.21% 9.25%
1 Year 35.64% 28.59%
3 Year 18.41% 12.58%
5 Year 23.25% 16.76%

SIP Return Analysis

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month 11.55% -
1 Year 25.44% 20.93%
3 Year 27.56% 21.14%
5 Year 26.4% 20.03%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 11.54% 12.77%
3 Year 13.05% 12.19%
5 Year 13.31% 13.25%

Risk Management

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 12.27% 12.25%
Sharp 1.2% 0.57%
Beta 0.9% 0.93%
Alpha 6.47% -0.96%

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Fund Managers

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Sharmila D'mello Dhaval Joshi
Total AUM ₹354743 Cr ₹361932 Cr
Fund Manage 35 55
ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 1.58 3.32
Large Cap 66.83 82.9
Mid Cap 31.59 11.95
Small Cap - 1.84

Sector Allocation

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 1.01 2.93
Financial 19.57 33.34
Energy 7.52 9.17
Capital Goods 7.12 -
Technology 4.61 10.52
Healthcare 18.49 4.04
Consumer Staples 2.78 6.37
Construction 9.06 9.13
Automobile 9.4 8.17
Insurance 4.74 2.78
Services 6.82 -
Communication 4.25 5.74
Materials 2.9 3.82
Textiles 1.73 -
Consumer Discretionary - 4

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