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

Link copied to clipboard!

ICICI Prudential Focused Equity Fund - Growth

Invest Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Invest Now

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)	₹14146 Cr	₹8211 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	0.99%	0.52%
6 Month	7.67%	4.8%
1 Year	12.03%	6.96%
3 Year	22.53%	16.28%
5 Year	22.02%	15.64%

SIP Return Analysis

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	4.69%	4.83%
1 Year	23.61%	18.68%
3 Year	21.88%	16.11%
5 Year	20.88%	15.06%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	11.44%	12.29%
3 Year	14.14%	12.71%
5 Year	13.62%	13.97%

Risk Management

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	12.27%	12.25%
Sharp	1.2%	0.79%
Beta	0.91%	0.91%
Alpha	6.02%	0.65%

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	6.54	14.12
Large Cap	75.92	76.43
Mid Cap	17.54	7.91
Small Cap	-	1.54

Sector Allocation

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	2.52	3.88
Energy	2.91	6.31
Technology	11.19	14.14
Consumer Cyclical	14.72	15.22
Industrials	5.81	9.04
Financial Services	27.47	29.85
Healthcare	7.67	2.58
Basic Materials	5.61	4.39
Consumer Defensive	6.96	4.41
Real Estate	5.02	2.89
Communication Services	7.04	4.42
Utilities	3.08	2.87

Top Comparisons

SBI Gilt Fund - Regular Plan - Growth

3Y Returns6.97%

VS

Invesco India GILT Fund - Growth

3Y Returns6.69%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns18.73%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns14.69%

Compare Now

ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns7.6%

VS

HDFC Dynamic Debt Fund - Growth Option

3Y Returns6.54%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.89%

VS

Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns11.31%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully