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Kotak Focused Equity Fund vs ICICI Prudential Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
Kotak Focused Equity Fund- Regular plan _ Growth Option
Chart Comparison
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) | ₹10065 Cr | ₹3349 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 May 2009 | 16 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 | 1.9 |
| Manager | Sharmila D'mello | Arjun Khanna |
| ISIN Code | INF109K01BZ4 | INF174KA1EK3 |
| Exits Load | ICICI Prudential Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Month | 9.88% | 9.44% |
| 6 Month | 1.3% | -2.9% |
| 1 Year | 15.58% | 8.79% |
| 3 Year | 23.68% | 15.76% |
| 5 Year | 28.33% | 22.71% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| 6 Month | 5.07% | 1.62% |
| 1 Year | 7.02% | -2.52% |
| 3 Year | 23.01% | 14.05% |
| 5 Year | 22.3% | 15.15% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Year | 11.79% | 18.28% |
| 3 Year | 13.45% | 17.37% |
| 5 Year | 13.41% | 18.3% |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| Standard Deviation | 13.632% | 13.295% |
| Sharp | 0.826% | 0.368% |
| Beta | 0.899% | 0.898% |
| Alpha | 5.238% | -1.119% |
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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 |
| Funds Managed | 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 | 4.11 | 4.22 |
| Large Cap | 81.05 | 75.43 |
| Mid Cap | 13.22 | 12.09 |
| Small Cap | 1.62 | 8.26 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 4.11 | 1.27 |
| Energy | 2.55 | 3.85 |
| Industrials | 10.89 | 19.62 |
| Technology | 3.8 | 13.03 |
| Healthcare | 11.56 | 7.2 |
| Consumer Defensive | 5.1 | 2.32 |
| Financial Services | 28.18 | 24.56 |
| Basic Materials | 11.06 | 3.19 |
| Consumer Cyclical | 7.44 | 13.45 |
| Real Estate | 4.84 | - |
| Communication Services | 7.11 | 5.24 |
| Utilities | 3.36 | 6.27 |
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