ICICI Prudential Focused Equity Fund vs HDFC Focused 30 Fund compare

ICICI Prudential Focused Equity Fund vs HDFC Focused 30 Fund compare

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ICICI Prudential Focused Equity Fund - Growth

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HDFC Focused Fund - GROWTH PLAN

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Chart Comparison

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

Overview

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
Fund	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹12560 Cr	₹22444 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	28 May 2009	17 Sep 2004
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	78%	24.96%
Expense Ratio	1.75	1.67
Manager	Sharmila D'mello	Dhruv Muchhal
ISIN Code	INF109K01BZ4	INF179K01574
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	HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
1 Month	3.4%	3.26%
6 Month	19.03%	14.52%
1 Year	3.41%	5.64%
3 Year	21.9%	21.57%
5 Year	24.92%	28.13%

SIP Return Analysis

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
6 Month	5.51%	4.57%
1 Year	18.99%	15.71%
3 Year	22.68%	21.4%
5 Year	21.57%	23.19%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
1 Year	11.85%	15.45%
3 Year	13.85%	12.91%
5 Year	13.52%	12.12%

Risk Management

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
Standard Deviation	13.01%	9.99%
Sharp	1.06%	1.39%
Beta	0.93%	0.72%
Alpha	6.46%	8.16%

Fund Managers

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
Name	Sharmila D'mello	Dhruv Muchhal
Total AUM	₹354743 Cr	₹520687 Cr
Funds Managed	35	40
	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN

Market Cap

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
Others	7.45	14.69
Large Cap	77.19	68.25
Mid Cap	13.63	3.25
Small Cap	1.73	13.81

Sector Allocation

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
Others	4.22	11.94
Energy	3.51	-
Technology	6.37	4.1
Industrials	6.56	4.51
Financial Services	27.12	39.52
Healthcare	8.12	8.01
Basic Materials	12.39	2.8
Consumer Cyclical	10.88	23.11
Consumer Defensive	6.07	-
Real Estate	5.02	2.76
Communication Services	6.9	2.68
Utilities	2.83	0.58

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