ICICI Prudential Focused Equity Fund vs HDFC Focused 30 Fund compare
ICICI Prudential Focused Equity Fund - Growth
HDFC Focused Fund - GROWTH PLAN
Chart Comparison
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) | ₹14569 Cr | ₹26537 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 | -2.52% | -1.1% |
| 6 Month | 3.26% | 2.45% |
| 1 Year | 16.21% | 12.2% |
| 3 Year | 22.65% | 21.42% |
| 5 Year | 21.16% | 24% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | -1.7% | -2.33% |
| 1 Year | 7.11% | 2.87% |
| 3 Year | 17.15% | 15.02% |
| 5 Year | 18.57% | 18.98% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 11.54% | 14.76% |
| 3 Year | 14.2% | 13.4% |
| 5 Year | 13.64% | 12.4% |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 12.27% | 11.38% |
| Sharp | 1.31% | 1.48% |
| Beta | 0.91% | 0.71% |
| Alpha | 6.28% | 6.46% |
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 | 6.73 | 15.31 |
| Large Cap | 74.01 | 69.43 |
| Mid Cap | 19.25 | 3.68 |
| Small Cap | - | 11.58 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
HDFC Focused Fund - GROWTH PLAN |
|---|---|---|
| Others | 3.02 | 13.56 |
| Energy | 0 | - |
| Technology | 7.81 | 4.56 |
| Consumer Cyclical | 17.96 | 20.44 |
| Industrials | 9.67 | 5.25 |
| Healthcare | 6.92 | 6.49 |
| Financial Services | 26.52 | 40.71 |
| Consumer Defensive | 7.62 | - |
| Basic Materials | 5.05 | 2.17 |
| Real Estate | 5.1 | 1.75 |
| Communication Services | 6.58 | 2.38 |
| Utilities | 3.73 | 2.69 |
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