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Aditya Birla Sun Life 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 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) ₹10065 Cr ₹7354 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 6.48% 8.03%
6 Month -0.3% -2.41%
1 Year 14.3% 11.97%
3 Year 23.08% 16.74%
5 Year 27.9% 22.13%

SIP Return Analysis

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month 3.89% 2.26%
1 Year 2.97% 0.22%
3 Year 21.28% 15.33%
5 Year 21.24% 15.37%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 11.79% 12.97%
3 Year 13.45% 12.3%
5 Year 13.41% 13.39%

Risk Management

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 13.632% 12.25%
Sharp 0.826% 0.7%
Beta 0.899% 0.89%
Alpha 5.238% 0.77%

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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 4.11 1
Large Cap 81.05 83.9
Mid Cap 13.22 12.69
Small Cap 1.62 1.59

Sector Allocation

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 4.11 1
Energy 2.55 -
Industrials 10.89 -
Technology 3.8 -
Healthcare 11.56 -
Consumer Defensive 5.1 -
Financial Services 28.18 -
Basic Materials 11.06 -
Consumer Cyclical 7.44 -
Real Estate 4.84 -
Communication Services 7.11 -
Utilities 3.36 -
Petroleum Products - 5.48
IT - Software - 11.91
Construction - 4.48
Non - Ferrous Metals - 2.77
Banks - 21.84
Pharmaceuticals & Biotechnology - 3.01
Automobiles - 8.85
Insurance - 5.32
Agricultural Food & other Products - 2.42
Realty - 2.79
Consumer Durables - 4.14
Finance - 5.46
Telecom - Services - 5.22
Cement & Cement Products - 1.9
Power - 3.8
Transport Infrastructure - 1.99
Retailing - 3.85
Beverages - 2.95

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