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) | ₹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 |
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