ICICI Prudential Focused Equity Fund vs HSBC Focused Fund compare
ICICI Prudential Focused Equity Fund - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12380 Cr | ₹1686 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 May 2009 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 78% | 95% |
Expense Ratio | 1.75 | 2.09 |
Manager | Sharmila D'mello | Cheenu Gupta |
ISIN Code | INF109K01BZ4 | INF336L01PE6 |
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 | HSBC Focused Fund - Regular Plan - 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 | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 1.27% | 0.86% |
6 Month | 15.75% | 14.74% |
1 Year | 6.84% | 2.77% |
3 Year | 22.17% | 16.56% |
5 Year | 24.29% | 19.99% |
SIP Return Analysis
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 4.45% | 5.8% |
1 Year | 11.03% | 6.17% |
3 Year | 21.35% | 15.2% |
5 Year | 21.02% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 11.85% | 17.78% |
3 Year | 13.85% | 18.03% |
5 Year | 13.52% | 20.39% |
Risk Management
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.97% | 14.43% |
Sharp | 1.16% | 0.73% |
Beta | 0.92% | 0.98% |
Alpha | 5.80% | 0.75% |
Fund Managers
Scheme Name | ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Sharmila D'mello | Cheenu Gupta |
Total AUM | ₹354743 Cr | ₹0 Cr |
Funds Managed | 35 | 9 |
ICICI Prudential Focused Equity Fund - Growth | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 7.45 | 13.32 |
Large Cap | 77.19 | 41.24 |
Mid Cap | 13.63 | 26.67 |
Small Cap | 1.73 | 18.77 |
Sector Allocation
Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.22 | 4.82 |
Energy | 3.51 | 2.86 |
Technology | 6.37 | 7.55 |
Industrials | 6.56 | 14.91 |
Financial Services | 27.12 | 39.67 |
Healthcare | 8.12 | 9.44 |
Basic Materials | 12.39 | 4.37 |
Consumer Cyclical | 10.88 | 13.4 |
Consumer Defensive | 6.07 | 2.99 |
Real Estate | 5.02 | - |
Communication Services | 6.9 | - |
Utilities | 2.83 | - |
Top Comparisons
ICICI Prudential Passive Strategy Fund (FOF) - Growth
3Y Returns17.59%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns19.25%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.37%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.36%
ICICI Prudential Value Fund - Growth
3Y Returns21.6%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns19.18%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns17.84%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns13.57%