UTI Focused Fund vs ICICI Prudential Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Fund | ICICI Prudential Focused Equity Fund - Growth | UTI Focused Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12560 Cr | ₹2552 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 May 2009 | 25 Aug 2021 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 78% | 39.82% |
Expense Ratio | 1.75 | 1.98 |
Manager | Sharmila D'mello | Deepesh Agarwal |
ISIN Code | INF109K01BZ4 | INF789F1AUY5 |
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 | UTI Focused 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 | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 0.75% | 0.67% |
6 Month | 12.73% | 9.17% |
1 Year | 4.99% | -3.1% |
3 Year | 23.92% | 15.91% |
5 Year | 25.92% | - |
SIP Return Analysis
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 3.08% | 1.83% |
1 Year | 18.42% | 9.92% |
3 Year | 21.53% | 13.15% |
5 Year | 20.86% | - |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 11.68% | 13.43% |
3 Year | 13.97% | 14.81% |
5 Year | 13.57% | - |
Risk Management
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.75% | 12.84% |
Sharp | 1.18% | 0.60% |
Beta | 0.93% | 0.92% |
Alpha | 6.34% | -0.86% |
Fund Managers
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Name | Sharmila D'mello | Deepesh Agarwal |
Total AUM | ₹354743 Cr | ₹35015 Cr |
Funds Managed | 35 | 9 |
ICICI Prudential Focused Equity Fund - Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 5.55 | 5.5 |
Large Cap | 79.75 | 71.24 |
Mid Cap | 14.7 | 21.14 |
Small Cap | 0 | 2.12 |
Sector Allocation
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 2.08 | 1.46 |
Energy | 3.54 | 3.91 |
Technology | 6.79 | 9.04 |
Industrials | 6.33 | 12.62 |
Financial Services | 24.99 | 30.89 |
Healthcare | 8.26 | 5.73 |
Basic Materials | 12.05 | 5.86 |
Consumer Cyclical | 13.64 | 11.49 |
Consumer Defensive | 6.13 | 7.62 |
Real Estate | 5.33 | 2.36 |
Communication Services | 7.89 | 4.77 |
Utilities | 2.97 | 4.25 |
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