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ICICI Prudential Focused Equity Fund vs Tata Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹12909 Cr | ₹1819 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 May 2009 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 78% | 32.33% |
| Expense Ratio | 1.75 | 2.04 |
| Manager | Sharmila D'mello | Kapil Malhotra |
| ISIN Code | INF109K01BZ4 | INF277K010Y2 |
| 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 | Tata 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 | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.54% | 2.14% |
| 6 Month | 8.57% | 7.01% |
| 1 Year | 9.65% | 0.78% |
| 3 Year | 22.01% | 14.82% |
| 5 Year | 25.63% | 20.13% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.28% | 0.6% |
| 1 Year | 13.43% | 4.99% |
| 3 Year | 19.63% | 11.14% |
| 5 Year | 19.73% | 13.08% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.68% | 18.6% |
| 3 Year | 13.97% | 18.64% |
| 5 Year | 13.57% | 20.38% |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.59% | 12.52% |
| Sharp | 1.14% | 0.65% |
| Beta | 0.91% | 0.91% |
| Alpha | 5.70% | -0.40% |
Fund Managers
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Sharmila D'mello | Kapil Malhotra |
| Total AUM | ₹354743 Cr | ₹18472 Cr |
| Funds Managed | 35 | 7 |
| ICICI Prudential Focused Equity Fund - Growth | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.91 | 9.03 |
| Large Cap | 78.3 | 58.64 |
| Mid Cap | 15.78 | 16.95 |
| Small Cap | - | 15.38 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.67 | 6.62 |
| Energy | 3.46 | 4.17 |
| Technology | 8.19 | 14.36 |
| Industrials | 5.01 | 10.69 |
| Financial Services | 25.2 | 26.1 |
| Healthcare | 8.3 | 16.76 |
| Basic Materials | 10.82 | 2.36 |
| Consumer Cyclical | 15.11 | 8.37 |
| Consumer Defensive | 5.42 | 1.94 |
| Real Estate | 6.17 | 2.29 |
| Communication Services | 7.49 | - |
| Utilities | 3.15 | 6.34 |
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