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) | ₹12560 Cr | ₹12257 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 | 0.84% | 0.89% |
6 Month | 11.56% | 8.41% |
1 Year | 7.92% | 3.09% |
3 Year | 24.13% | 12.03% |
5 Year | 26.02% | 13.52% |
SIP Return Analysis
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.08% | 1.81% |
1 Year | 18.42% | 12.07% |
3 Year | 21.53% | 12.58% |
5 Year | 20.86% | 9.57% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.68% | 13.08% |
3 Year | 13.97% | 14.22% |
5 Year | 13.57% | 13.94% |
Risk Management
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.75% | 13.32% |
Sharp | 1.18% | 0.31% |
Beta | 0.93% | 0.91% |
Alpha | 6.34% | -4.35% |
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 | 5.91 | 14.31 |
Large Cap | 78.3 | 66.71 |
Mid Cap | 15.78 | 18.03 |
Small Cap | - | 0.95 |
Sector Allocation
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.67 | 4.84 |
Energy | 3.46 | - |
Technology | 8.19 | 4.65 |
Industrials | 5.01 | 11.87 |
Financial Services | 25.2 | 33.39 |
Healthcare | 8.3 | 11.62 |
Basic Materials | 10.82 | 3.74 |
Consumer Cyclical | 15.11 | 13.53 |
Consumer Defensive | 5.42 | 1.35 |
Real Estate | 6.17 | 3.41 |
Communication Services | 7.49 | 8.58 |
Utilities | 3.15 | 3.03 |
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