Kotak 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 Kotak Focused Equity Fund- Regular plan _ 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 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 -6.24% -6.21%
6 Month 6.99% 5.27%
1 Year 35.36% 26.18%
3 Year 18.29% 11.77%
5 Year 23.18% 16.87%

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 25.44% 17.96%
3 Year 27.56% 19.93%
5 Year 26.4% 19.95%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Year 11.54% 18.28%
3 Year 13.05% 17.7%
5 Year 13.31% 19.96%

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 1.2% 0.97%
Beta 0.9% 0.89%
Alpha 6.47% -0.21%

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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

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