ICICI Prudential Focused Equity Fund vs Kotak Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Focused Equity Fund - Growth

Invest Now

tortoise-icon Kotak Focused Equity Fund- Regular plan _ Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name ICICI Prudential Focused Equity Fund - Growth Kotak Focused Equity Fund- Regular plan _ Growth Option
Fund ICICI Prudential Focused Equity Fund - Growth Kotak Focused Equity Fund- Regular plan _ Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9109 Cr ₹3674 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 May 2009 05 Jul 2019
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 78% 21.79%
Expense Ratio 1.75 1.88
Manager Sharmila D'mello Arjun Khanna
ISIN Code INF109K01BZ4 INF174KA1EK3
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Month 2.39% 1.07%
6 Month 24.05% 20.62%
1 Year 50.31% 38.82%
3 Year 24.25% 17.56%
5 Year 25.89% 20.1%

SIP Return Analysis

Scheme Name ICICI Prudential Focused Equity Fund - Growth Kotak Focused Equity Fund- Regular plan _ Growth Option
6 Month 11.55% -
1 Year 24.31% 16.78%
3 Year 58.18% 34.49%
5 Year 105.26% 66.61%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Year 25.9% 21.18%
3 Year 67% 50.95%
5 Year 99.39% 73.26%

Risk Management

Scheme Name ICICI Prudential Focused Equity Fund - Growth Kotak Focused Equity Fund- Regular plan _ Growth Option
Standard Deviation 12.27% 11.68%
Sharp 1.3% 0.97%
Beta 0.89% 0.89%
Alpha 5.72% -0.21%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ICICI Prudential Focused Equity Fund - Growth Kotak Focused Equity Fund- Regular plan _ Growth Option
Name Sharmila D'mello Arjun Khanna
Total AUM ₹354743 Cr ₹169639 Cr
Fund Manage 35 24
ICICI Prudential Focused Equity Fund - Growth Kotak Focused Equity Fund- Regular plan _ Growth Option

Market Cap

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

Kotak Focused Equity Fund- Regular plan _ Growth Option

Others 1.58 1.33
Large Cap 66.83 81.84
Mid Cap 31.59 11.93
Small Cap - 4.58

Sector Allocation

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

Kotak Focused Equity Fund- Regular plan _ Growth Option

Others 1.01 1.33
Financial 19.57 -
Energy 7.52 -
Capital Goods 7.12 -
Technology 4.61 -
Healthcare 18.49 -
Consumer Staples 2.78 -
Construction 9.06 3.11
Automobile 9.4 -
Insurance 4.74 -
Services 6.82 -
Communication 4.25 -
Materials 2.9 -
Textiles 1.73 -
Petroleum Products - 4.19
IT - Software - 9.65
Personal Products - 5.27
Banks - 18.39
Pharmaceuticals and Biotechnology - 4.19
Healthcare Services - 2.33
Industrial Products - 4.07
Gas - 3.29
Automobiles - 8.66
Consumer Durables - 4.86
Aerospace and Defense - 3.99
Telecom - Services - 3.36
Auto Components - 5.47
Cement and Cement Products - 3.02
Chemicals and Petrochemicals - 1.51
Beverages - 0.97
Finance - 3.69
Power - 4.72
Retailing - 3.61

Top Comparisons

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns14.84%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns14.57%

Compare Now

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns10.09%

VS

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns10.96%

Compare Now

ITI Ultra Short Duration Fund Regular - Growth ITI Ultra Short Duration Fund Regular - Growth

3Y Returns5.06%

VS

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns5.88%

Compare Now

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns9.75%

Compare Now
Request call back
Add to Cart Successfully