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) | ₹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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