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)	₹14146 Cr	₹26230 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	1.26%	0.23%
6 Month	7.7%	5.48%
1 Year	11.28%	8.59%
3 Year	22.39%	20.37%
5 Year	22.39%	25.12%

SIP Return Analysis

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
6 Month	4.69%	2.21%
1 Year	23.61%	15.13%
3 Year	21.88%	19.01%
5 Year	20.88%	21.14%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
1 Year	11.46%	14.91%
3 Year	14.12%	13.3%
5 Year	13.61%	12.35%

Risk Management

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
Standard Deviation	12.58%	9.72%
Sharp	1.13%	1.31%
Beta	0.92%	0.72%
Alpha	6.31%	6.50%

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	9	14.67
Large Cap	76.93	69.27
Mid Cap	14.07	3.56
Small Cap	-	12.5

Sector Allocation

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	HDFC Focused Fund - GROWTH PLAN
Others	4.63	12.73
Energy	3.61	-
Technology	8.4	4.45
Consumer Cyclical	12.84	21.45
Industrials	4.94	4.92
Financial Services	25.53	39.92
Healthcare	7.84	7.07
Basic Materials	9.65	2.33
Consumer Defensive	6.04	-
Real Estate	5.69	1.94
Communication Services	7.62	2.45
Utilities	3.2	2.75

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