Axis Focused Fund vs ICICI Prudential Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹12380 Cr | ₹12585 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 | 1.27% | 0.93% |
6 Month | 15.75% | 12.77% |
1 Year | 6.84% | 4.07% |
3 Year | 22.17% | 9.53% |
5 Year | 24.29% | 13.51% |
SIP Return Analysis
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.45% | 3.77% |
1 Year | 11.03% | 6.82% |
3 Year | 21.35% | 12.25% |
5 Year | 21.02% | 9.67% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.85% | 13.51% |
3 Year | 13.85% | 14.29% |
5 Year | 13.52% | 14.05% |
Risk Management
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.97% | 13.68% |
Sharp | 1.16% | 0.31% |
Beta | 0.92% | 0.92% |
Alpha | 5.80% | -4.97% |
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 | 7.45 | 15.04 |
Large Cap | 77.19 | 67 |
Mid Cap | 13.63 | 17.96 |
Small Cap | 1.73 | - |
Sector Allocation
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.22 | 6.51 |
Energy | 3.51 | - |
Technology | 6.37 | 5.17 |
Industrials | 6.56 | 10.58 |
Financial Services | 27.12 | 33.92 |
Healthcare | 8.12 | 10.63 |
Basic Materials | 12.39 | 3.56 |
Consumer Cyclical | 10.88 | 12.85 |
Consumer Defensive | 6.07 | 1.35 |
Real Estate | 5.02 | 3.58 |
Communication Services | 6.9 | 8.61 |
Utilities | 2.83 | 3.25 |
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