SBI 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 SBI Focused Equity Fund - Regular Plan -Growth

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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 SBI Focused Equity Fund - Regular Plan -Growth
Fund ICICI Prudential Focused Equity Fund - Growth SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9109 Cr ₹35030 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 May 2009 01 Oct 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE 500
Turn Over 78% 12%
Expense Ratio 1.75 1.57
Manager Sharmila D'mello Pradeep Kesavan
ISIN Code INF109K01BZ4 INF200K01370
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth SBI Focused Equity Fund - Regular Plan -Growth
1 Month -6.24% -5.17%
6 Month 6.99% 5.36%
1 Year 35.36% 19.11%
3 Year 18.29% 7.65%
5 Year 23.18% 15.99%

SIP Return Analysis

Scheme Name ICICI Prudential Focused Equity Fund - Growth SBI Focused Equity Fund - Regular Plan -Growth
6 Month 11.55% -
1 Year 25.44% 19.59%
3 Year 27.56% 18.45%
5 Year 26.4% 18.68%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth SBI Focused Equity Fund - Regular Plan -Growth
1 Year 11.54% 16.48%
3 Year 13.05% 15.47%
5 Year 13.31% 16.6%

Risk Management

Scheme Name ICICI Prudential Focused Equity Fund - Growth SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation 12.27% 12.03%
Sharp 1.2% 0.35%
Beta 0.9% 0.7%
Alpha 6.47% -2.2%

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Fund Managers

Scheme Name ICICI Prudential Focused Equity Fund - Growth SBI Focused Equity Fund - Regular Plan -Growth
Name Sharmila D'mello Pradeep Kesavan
Total AUM ₹354743 Cr ₹434274 Cr
Fund Manage 35 43
ICICI Prudential Focused Equity Fund - Growth SBI Focused Equity Fund - Regular Plan -Growth

Market Cap

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

SBI Focused Equity Fund - Regular Plan -Growth

Others 1.58 26.1
Large Cap 66.83 36.81
Mid Cap 31.59 35.83
Small Cap - 1.26

Sector Allocation

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

SBI Focused Equity Fund - Regular Plan -Growth

Others 1.01 8.42
Financial 19.57 32.95
Energy 7.52 -
Capital Goods 7.12 -
Technology 4.61 -
Healthcare 18.49 9.13
Consumer Staples 2.78 7.5
Construction 9.06 -
Automobile 9.4 3.64
Insurance 4.74 3.3
Services 6.82 13.09
Communication 4.25 9.67
Materials 2.9 2.95
Textiles 1.73 2.04
Consumer Discretionary - 1.99
Chemicals - 5.32

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