Edelweiss Focused Fund vs ICICI Prudential Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
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) | ₹12909 Cr | ₹989 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 | 2.54% | 3.55% |
| 6 Month | 8.57% | 6.53% |
| 1 Year | 9.65% | 3.24% |
| 3 Year | 22.01% | 16.88% |
| 5 Year | 25.63% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.33% | -0.42% |
| 1 Year | 13.66% | 3.68% |
| 3 Year | 19.55% | 12.67% |
| 5 Year | 19.76% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.68% | 21.32% |
| 3 Year | 13.97% | 16.65% |
| 5 Year | 13.57% | - |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.59% | 12.92% |
| Sharp | 1.14% | 0.77% |
| Beta | 0.91% | 0.94% |
| Alpha | 5.70% | 1.13% |
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 | 5.91 | 13.43 |
| Large Cap | 78.3 | 60.59 |
| Mid Cap | 15.78 | 25.97 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.67 | 3.33 |
| Energy | 3.46 | 5.91 |
| Technology | 8.19 | 10.23 |
| Industrials | 5.01 | 12.42 |
| Financial Services | 25.2 | 30.98 |
| Healthcare | 8.3 | 5.84 |
| Basic Materials | 10.82 | 7.22 |
| Consumer Cyclical | 15.11 | 15.33 |
| Consumer Defensive | 5.42 | 4.06 |
| Real Estate | 6.17 | 1.48 |
| Communication Services | 7.49 | - |
| Utilities | 3.15 | 3.21 |
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