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Axis Focused 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 Axis Focused Fund - Regular Plan - 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 Axis Focused Fund - Regular Plan - Growth Option
Fund ICICI Prudential Focused Equity Fund - Growth Axis Focused Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹13471 Cr ₹12581 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 May 2009 29 Jun 2012
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 78% 180%
Expense Ratio 1.75 1.74
Manager Sharmila D'mello Shreyash Devalkar
ISIN Code INF109K01BZ4 INF846K01CH7
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 Axis Focused Fund - 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 Axis Focused Fund - Regular Plan - Growth Option
1 Month 2.67% -0.84%
6 Month 8.39% 1.9%
1 Year 11.29% 0.94%
3 Year 21.9% 10.66%
5 Year 22.9% 9.66%

SIP Return Analysis

Scheme Name ICICI Prudential Focused Equity Fund - Growth Axis Focused Fund - Regular Plan - Growth Option
6 Month 5.48% 1.04%
1 Year 23.85% 10.05%
3 Year 22.07% 11.25%
5 Year 21.06% 8.85%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth Axis Focused Fund - Regular Plan - Growth Option
1 Year 11.46% 12.64%
3 Year 14.12% 14.1%
5 Year 13.61% 13.79%

Risk Management

Scheme Name ICICI Prudential Focused Equity Fund - Growth Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation 12.27% 15.43%
Sharp 1.2% 0.42%
Beta 0.91% 0.93%
Alpha 6.02% -3.72%

Fund Managers

Scheme Name ICICI Prudential Focused Equity Fund - Growth Axis Focused Fund - Regular Plan - Growth Option
Name Sharmila D'mello Shreyash Devalkar
Total AUM ₹354743 Cr ₹166770 Cr
Funds Managed 35 14
ICICI Prudential Focused Equity Fund - Growth Axis Focused Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

Axis Focused Fund - Regular Plan - Growth Option

Others 4.75 3.93
Large Cap 83.11 80.46
Mid Cap 12.28 12.87
Small Cap - 2.75

Sector Allocation

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

Axis Focused Fund - Regular Plan - Growth Option

Others 4.75 3.93
Petroleum Products 3.61 -
IT - Software 8.4 4.41
Retailing 7.3 10.81
Construction 3.18 -
Banks 17.1 17.14
Pharmaceuticals & Biotechnology 7.84 8.03
Ferrous Metals 2.05 -
Insurance 5.12 -
Automobiles 7.19 6
Personal Products 3.32 -
Capital Markets 3.3 -
Diversified Metals 2.15 -
Realty 5.69 3.84
Food Products 2.72 -
Consumer Durables 2.75 -
Chemicals & Petrochemicals 3.38 3.59
Telecom - Services 3.25 6.76
Cement & Cement Products 2.07 -
Power 3.2 3.19
Transport Infrastructure 1.77 -
Aerospace & Defense - 3.54
Finance - 12.69
Industrial Products - 2.16
Electrical Equipment - 1.96
Financial Technology (Fintech) - 3.68
Healthcare Services - 4.08
Transport Services - 4.2

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