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) | ₹12909 Cr | ₹7649 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 | 1.36% | 3.01% |
| 6 Month | 8.87% | 6.84% |
| 1 Year | 9.01% | 4.06% |
| 3 Year | 21.81% | 15.84% |
| 5 Year | 24.7% | 17.83% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 4.45% | 4.72% |
| 1 Year | 19.88% | 15.75% |
| 3 Year | 21.75% | 16.13% |
| 5 Year | 20.93% | 15.17% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 11.68% | 12.49% |
| 3 Year | 13.97% | 12.57% |
| 5 Year | 13.57% | 13.8% |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 12.59% | 12.25% |
| Sharp | 1.14% | 0.79% |
| Beta | 0.91% | 0.91% |
| Alpha | 5.70% | 0.09% |
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 | 5.91 | 13.75 |
| Large Cap | 78.3 | 76.87 |
| Mid Cap | 15.78 | 7.54 |
| Small Cap | - | 1.84 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 1.67 | 4.88 |
| Energy | 3.46 | 5.9 |
| Technology | 8.19 | 13.64 |
| Industrials | 5.01 | 6.82 |
| Financial Services | 25.2 | 29.04 |
| Healthcare | 8.3 | 2.41 |
| Basic Materials | 10.82 | 5.19 |
| Consumer Cyclical | 15.11 | 17.47 |
| Consumer Defensive | 5.42 | 4.42 |
| Real Estate | 6.17 | 2.78 |
| Communication Services | 7.49 | 4.24 |
| Utilities | 3.15 | 3.21 |
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