Edelweiss Focused Fund vs ICICI Prudential Focused Equity Fund compare

Edelweiss Focused Fund vs ICICI Prudential Focused Equity Fund compare

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ICICI Prudential Focused Equity Fund - Growth

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Edelweiss Focused Fund - Regular Plan - Growth

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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	Edelweiss Focused Fund - Regular Plan - Growth
Fund	ICICI Prudential Focused Equity Fund - Growth	Edelweiss Focused Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹14146 Cr	₹1041 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	28 May 2009	01 Aug 2022
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	78%	49%
Expense Ratio	1.75	2.24
Manager	Sharmila D'mello	Trideep Bhattacharya
ISIN Code	INF109K01BZ4	INF754K01OL0
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	Edelweiss 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	Edelweiss Focused Fund - Regular Plan - Growth
1 Month	0.34%	-1.42%
6 Month	7.07%	2.13%
1 Year	11.13%	-1.88%
3 Year	22.42%	16.71%
5 Year	22%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Edelweiss Focused Fund - Regular Plan - Growth
6 Month	4.69%	1.82%
1 Year	23.61%	11.34%
3 Year	21.88%	13.93%
5 Year	20.88%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Edelweiss Focused Fund - Regular Plan - Growth
1 Year	11.46%	21.32%
3 Year	14.12%	16.65%
5 Year	13.61%	-

Risk Management

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation	12.27%	12.92%
Sharp	1.2%	0.75%
Beta	0.91%	0.95%
Alpha	6.02%	1.56%

Fund Managers

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Edelweiss Focused Fund - Regular Plan - Growth
Name	Sharmila D'mello	Trideep Bhattacharya
Total AUM	₹354743 Cr	₹0 Cr
Funds Managed	35	9
	ICICI Prudential Focused Equity Fund - Growth	Edelweiss Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	6.54	15.07
Large Cap	75.92	60.73
Mid Cap	17.54	24.2

Sector Allocation

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Edelweiss Focused Fund - Regular Plan - Growth
Others	2.52	1.74
Energy	2.91	6.45
Technology	11.19	12.46
Consumer Cyclical	14.72	14.19
Industrials	5.81	12.5
Financial Services	27.47	31.89
Healthcare	7.67	5.47
Basic Materials	5.61	7.03
Consumer Defensive	6.96	3.96
Real Estate	5.02	1.37
Communication Services	7.04	-
Utilities	3.08	2.93

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