Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ICICI Prudential Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Focused Equity Fund - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹14146 Cr ₹8211 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 28 May 2009 24 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 78% 45%
Expense Ratio 1.75 1.82
Manager Sharmila D'mello Dhaval Joshi
ISIN Code INF109K01BZ4 INF209K01462
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 Aditya Birla Sun Life 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 Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 1.59% 1.71%
6 Month 7.9% 5.55%
1 Year 15.91% 11.53%
3 Year 23.38% 17.31%
5 Year 22.9% 16.4%

SIP Return Analysis

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month 3.32% 3.42%
1 Year 19.86% 15.15%
3 Year 21.51% 15.77%
5 Year 20.94% 15.11%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 11.44% 12.29%
3 Year 14.14% 12.71%
5 Year 13.62% 13.97%

Risk Management

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 12.27% 12.25%
Sharp 1.2% 0.79%
Beta 0.91% 0.91%
Alpha 6.02% 0.65%

Fund Managers

Scheme Name ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Sharmila D'mello Dhaval Joshi
Total AUM ₹354743 Cr ₹361932 Cr
Funds Managed 35 55
ICICI Prudential Focused Equity Fund - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 6.54 14.12
Large Cap 75.92 76.43
Mid Cap 17.54 7.91
Small Cap - 1.54

Sector Allocation

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 2.52 3.88
Energy 2.91 6.31
Technology 11.19 14.14
Consumer Cyclical 14.72 15.22
Industrials 5.81 9.04
Financial Services 27.47 29.85
Healthcare 7.67 2.58
Basic Materials 5.61 4.39
Consumer Defensive 6.96 4.41
Real Estate 5.02 2.89
Communication Services 7.04 4.42
Utilities 3.08 2.87

Top Comparisons

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.92%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.92%

Compare Now

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns25.82%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns18.46%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns21.25%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns15.57%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns28.48%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns20.19%

Compare Now
Add to Cart Successfully