ICICI Prudential Focused Equity Fund vs Aditya Birla Sun Life Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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) | ₹12380 Cr | ₹7731 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 | -0.93% | -2.58% |
6 Month | 13.49% | 7.72% |
1 Year | 6.13% | 2.25% |
3 Year | 21.47% | 14.62% |
5 Year | 24.3% | 18.6% |
SIP Return Analysis
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 4.45% | 1.71% |
1 Year | 11.03% | 2.61% |
3 Year | 21.35% | 14.08% |
5 Year | 21.02% | 14.29% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 11.85% | 12.63% |
3 Year | 13.85% | 12.49% |
5 Year | 13.52% | 13.73% |
Risk Management
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 12.97% | 12.25% |
Sharp | 1.16% | 0.82% |
Beta | 0.92% | 0.91% |
Alpha | 5.80% | -0.23% |
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 | 7.45 | 12.95 |
Large Cap | 77.19 | 77.58 |
Mid Cap | 13.63 | 7.44 |
Small Cap | 1.73 | 2.04 |
Sector Allocation
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 4.22 | 4.42 |
Energy | 3.51 | 5.69 |
Technology | 6.37 | 13.55 |
Industrials | 6.56 | 6.28 |
Financial Services | 27.12 | 30.55 |
Healthcare | 8.12 | 2.82 |
Basic Materials | 12.39 | 4.82 |
Consumer Cyclical | 10.88 | 17.14 |
Consumer Defensive | 6.07 | 4.32 |
Real Estate | 5.02 | 2.4 |
Communication Services | 6.9 | 4.62 |
Utilities | 2.83 | 3.38 |
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