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Tata Focused Equity Fund vs ICICI Prudential Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹10065 Cr | ₹1739 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 May 2009 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 78% | 32.33% |
| Expense Ratio | 1.75 | 2.04 |
| Manager | Sharmila D'mello | Kapil Malhotra |
| ISIN Code | INF109K01BZ4 | INF277K010Y2 |
| 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 | Tata 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 | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.9% | -2.27% |
| 6 Month | -9.05% | -11.02% |
| 1 Year | 11.4% | 4.1% |
| 3 Year | 18.19% | 13.38% |
| 5 Year | 22.42% | 16.12% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 11.55% | - |
| 1 Year | -3.95% | -8.26% |
| 3 Year | 19.38% | 13.65% |
| 5 Year | 21.42% | 17.01% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.85% | 22.62% |
| 3 Year | 13.36% | 19.32% |
| 5 Year | 13.37% | 18.37% |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.467% | 14.255% |
| Sharp | 0.867% | 0.518% |
| Beta | 0.922% | 0.995% |
| Alpha | 4.218% | -0.625% |
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Fund Managers
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Name | Sharmila D'mello | Kapil Malhotra |
| Total AUM | ₹354743 Cr | ₹18472 Cr |
| Fund Manage | 35 | 7 |
| ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.95 | 2.62 |
| Large Cap | 72.9 | 56.27 |
| Mid Cap | 20.61 | 16.07 |
| Small Cap | 1.8 | 25.04 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.95 | 2.62 |
| Electrical Equipment | 2.2 | - |
| IT - Software | 1.91 | 8.45 |
| Pharmaceuticals & Biotechnology | 11.68 | 5.39 |
| Personal Products | 3.41 | - |
| Construction | 4.22 | 10.06 |
| Banks | 21.38 | 22.3 |
| Cement & Cement Products | 6 | 2.15 |
| Insurance | 9.61 | 1.94 |
| Automobiles | 5.82 | - |
| Retailing | 6.67 | 8.36 |
| Diversified Metals | 1.88 | - |
| Realty | 4.96 | 2.3 |
| Industrial Products | 3.11 | - |
| Telecom - Services | 2.81 | - |
| Transport Services | 1.8 | - |
| Power | 3.31 | 6.08 |
| Capital Markets | 1.8 | - |
| Textiles & Apparels | 2.74 | - |
| Petroleum Products | - | 3.62 |
| Auto Components | - | 5.32 |
| Healthcare Services | - | 1.99 |
| Finance | - | 2.1 |
| Entertainment | - | 2.22 |
| Agricultural, Commercial & Construction Vehicles | - | 3.01 |
| Consumer Durables | - | 5.43 |
| Commercial Services & Supplies | - | 3.97 |
| Leisure Services | - | 2.69 |
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