Aditya Birla Sun Life Focused Equity Fund vs ICICI Prudential Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12244 Cr | ₹8055 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 May 2009 | 24 Oct 2005 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 78% | 45% |
Expense Ratio | 1.75 | 1.82 |
Manager | Sharmila D'mello | Dhaval Joshi |
ISIN Code | INF109K01BZ4 | INF209K01462 |
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 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | -0.91% | -3.22% |
6 Month | 12.55% | 7.44% |
1 Year | 5.45% | 0.6% |
3 Year | 23.03% | 16.27% |
5 Year | 24.93% | 19.18% |
SIP Return Analysis
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 6.25% | 2.86% |
1 Year | 12.47% | 3.82% |
3 Year | 23.07% | 15.7% |
5 Year | 22.2% | 15.48% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 11.92% | 12.74% |
3 Year | 13.65% | 12.42% |
5 Year | 13.46% | 13.62% |
Risk Management
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 13.47% | 12.25% |
Sharp | 1.37% | 1.12% |
Beta | 0.92% | 0.89% |
Alpha | 5.48% | 0.33% |
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Fund Managers
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Name | Sharmila D'mello | Dhaval Joshi |
Total AUM | ₹354743 Cr | ₹361932 Cr |
Funds Managed | 35 | 55 |
ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 6.77 | 13.4 |
Large Cap | 77.6 | 75.86 |
Mid Cap | 13.96 | 8.69 |
Small Cap | 1.67 | 2.05 |
Sector Allocation
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 4.21 | 4.23 |
Energy | 3.37 | 5.89 |
Technology | 5.05 | 13.86 |
Industrials | 9.1 | 6.19 |
Financial Services | 27.5 | 31.19 |
Healthcare | 8 | 2.65 |
Basic Materials | 13.37 | 4.64 |
Consumer Cyclical | 9.42 | 16.8 |
Consumer Defensive | 6.07 | 4.2 |
Real Estate | 4.44 | 2.43 |
Communication Services | 6.46 | 4.66 |
Utilities | 3.01 | 3.25 |
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