Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ICICI Prudential Focused Equity Fund vs HDFC Focused 30 Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Focused Equity Fund - Growth

Invest Now

tortoise-icon HDFC Focused Fund - GROWTH PLAN

Invest Now

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) ₹12909 Cr ₹23533 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 4.74% 4.32%
6 Month 10.25% 9.17%
1 Year 10.34% 10.51%
3 Year 22.96% 22.44%
5 Year 25.99% 29.6%

SIP Return Analysis

Scheme Name ICICI Prudential Focused Equity Fund - Growth HDFC Focused Fund - GROWTH PLAN
6 Month 4.13% 3.58%
1 Year 20.69% 16.87%
3 Year 22.64% 21.09%
5 Year 21.6% 22.86%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth HDFC Focused Fund - GROWTH PLAN
1 Year 11.68% 15.12%
3 Year 13.97% 13.07%
5 Year 13.57% 12.21%

Risk Management

Scheme Name ICICI Prudential Focused Equity Fund - Growth HDFC Focused Fund - GROWTH PLAN
Standard Deviation 12.75% 9.92%
Sharp 1.18% 1.44%
Beta 0.93% 0.73%
Alpha 6.34% 7.47%

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 5.91 14.42
Large Cap 78.3 69.31
Mid Cap 15.78 3.2
Small Cap - 13.07

Sector Allocation

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

HDFC Focused Fund - GROWTH PLAN

Others 1.67 11.95
Energy 3.46 -
Technology 8.19 4.24
Industrials 5.01 4.66
Financial Services 25.2 38.99
Healthcare 8.3 7.5
Basic Materials 10.82 2.65
Consumer Cyclical 15.11 22.88
Consumer Defensive 5.42 -
Real Estate 6.17 2.47
Communication Services 7.49 2.39
Utilities 3.15 2.26

Top Comparisons

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns13.31%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns10.8%

Compare Now

ICICI Prudential Passive Strategy Fund (FOF) - Growth ICICI Prudential Passive Strategy Fund (FOF) - Growth

3Y Returns18.05%

VS

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns19.21%

Compare Now

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns19.96%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns11.76%

Compare Now

PGIM India Equity Savings Fund - Growth Option PGIM India Equity Savings Fund - Growth Option

3Y Returns7.22%

VS

Axis Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth

3Y Returns10.28%

Compare Now
Add to Cart Successfully