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) ₹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

Top Comparisons

Bandhan Retirement Fund - Regular (G) Bandhan Retirement Fund - Regular (G)

3Y Returns0%

VS

Axis Retirement Fund - Dynamic Plan - Regular Growth Axis Retirement Fund - Dynamic Plan - Regular Growth

3Y Returns15.23%

Compare Now

Bajaj Finserv Money Market Fund Regular - Growth Bajaj Finserv Money Market Fund Regular - Growth

3Y Returns0%

VS

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns7.09%

Compare Now

SBI ELSS Tax Saver Fund - Regular Plan- Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth

3Y Returns23.87%

VS

Axis ELSS Tax Saver Fund - Regular Plan - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns15.24%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns20.1%

VS

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns22.86%

Compare Now
Add to Cart Successfully