ICICI Prudential Focused Equity Fund vs Kotak Focused Equity Fund compare

ICICI Prudential Focused Equity Fund vs Kotak Focused Equity Fund compare

Link copied to clipboard!

ICICI Prudential Focused Equity Fund - Growth

Invest Now

Kotak Focused Fund- Regular plan _ Growth Option

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	Kotak Focused Fund- Regular plan _ Growth Option
Fund	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹14146 Cr	₹3942 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	28 May 2009	16 Jul 2019
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	78%	21.79%
Expense Ratio	1.75	1.9
Manager	Sharmila D'mello	Arjun Khanna
ISIN Code	INF109K01BZ4	INF174KA1EK3
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	Kotak Focused Equity 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	Kotak Focused Fund- Regular plan _ Growth Option
1 Month	0.35%	-0.28%
6 Month	5.51%	6.09%
1 Year	14.62%	12.66%
3 Year	23.45%	17.3%
5 Year	22.13%	17.25%

SIP Return Analysis

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option
6 Month	4.64%	4.43%
1 Year	21.33%	21.19%
3 Year	21.43%	16.61%
5 Year	20.92%	15.61%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option
1 Year	11.44%	12.51%
3 Year	14.14%	16.94%
5 Year	13.62%	19.76%

Risk Management

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option
Standard Deviation	12.27%	12.07%
Sharp	1.2%	0.76%
Beta	0.91%	0.90%
Alpha	6.02%	1.37%

Fund Managers

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option
Name	Sharmila D'mello	Arjun Khanna
Total AUM	₹354743 Cr	₹169639 Cr
Funds Managed	35	24
	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option

Market Cap

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option
Others	6.54	8.47
Large Cap	75.92	71.31
Mid Cap	17.54	18.85
Small Cap	-	1.38

Sector Allocation

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option
Others	2.52	3.29
Energy	2.91	3.81
Technology	11.19	9.54
Consumer Cyclical	14.72	16.36
Industrials	5.81	20.15
Financial Services	27.47	27.73
Healthcare	7.67	5.65
Basic Materials	5.61	2.74
Consumer Defensive	6.96	2.02
Real Estate	5.02	-
Communication Services	7.04	5.75
Utilities	3.08	2.96

Top Comparisons

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns20.31%

VS

Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns12.3%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns15.77%

VS

PGIM India Global Equity Opportunities Fund of Fund - Growth

3Y Returns23.32%

Compare Now

ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns7.05%

VS

LIC MF Arbitrage Fund Regular - Growth

3Y Returns6.62%

Compare Now

Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth

3Y Returns7.35%

VS

Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth

3Y Returns7.47%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully