Aditya Birla Sun Life Focused Equity Fund vs ICICI Prudential Focused Equity Fund compare

Aditya Birla Sun Life Focused Equity Fund vs ICICI Prudential Focused Equity Fund compare

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ICICI Prudential Focused Equity Fund - Growth

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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	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)	₹12560 Cr	₹7620 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	3.13%	2.37%
6 Month	19.29%	12.94%
1 Year	3.63%	-0.97%
3 Year	22.08%	14.93%
5 Year	24.64%	18.66%

SIP Return Analysis

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	5.51%	3.01%
1 Year	18.99%	9.17%
3 Year	22.68%	15.23%
5 Year	21.57%	14.73%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	11.85%	12.63%
3 Year	13.85%	12.49%
5 Year	13.52%	13.73%

Risk Management

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	13.01%	12.25%
Sharp	1.06%	0.69%
Beta	0.93%	0.91%
Alpha	6.46%	0.13%

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	7.45	12.95
Large Cap	77.19	77.58
Mid Cap	13.63	7.44
Small Cap	1.73	2.04

Sector Allocation

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	4.22	4.42
Energy	3.51	5.69
Technology	6.37	13.55
Industrials	6.56	6.28
Financial Services	27.12	30.55
Healthcare	8.12	2.82
Basic Materials	12.39	4.82
Consumer Cyclical	10.88	17.14
Consumer Defensive	6.07	4.32
Real Estate	5.02	2.4
Communication Services	6.9	4.62
Utilities	2.83	3.38

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