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 Tata Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Focused Equity Fund - Growth

Invest Now

tortoise-icon Tata Focused Fund-Regular Plan-Growth

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 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) ₹11667 Cr ₹1796 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 3.97% 2.55%
6 Month 9.05% -1.22%
1 Year 11.68% 1.35%
3 Year 27.17% 20.02%
5 Year 26.5% 22.57%

SIP Return Analysis

Scheme Name ICICI Prudential Focused Equity Fund - Growth Tata Focused Fund-Regular Plan-Growth
6 Month 11.71% 7.6%
1 Year 18.2% 3.96%
3 Year 25.57% 16%
5 Year 23.62% 16.7%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Focused Equity Fund - Growth Tata Focused Fund-Regular Plan-Growth
1 Year 11.92% 20.84%
3 Year 13.65% 18.86%
5 Year 13.46% 19.02%

Risk Management

Scheme Name ICICI Prudential Focused Equity Fund - Growth Tata Focused Fund-Regular Plan-Growth
Standard Deviation 13.93% 14.17%
Sharp 1.15% 0.72%
Beta 0.92% 0.94%
Alpha 5.60% -0.41%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.11 4.77
Large Cap 81.05 58.06
Mid Cap 13.22 16.49
Small Cap 1.62 20.69

Sector Allocation

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

Tata Focused Fund-Regular Plan-Growth

Others 4.11 4.77
Energy 2.55 4.04
Industrials 10.89 13.18
Technology 3.8 12.7
Healthcare 11.56 7.4
Consumer Defensive 5.1 -
Financial Services 28.18 28.27
Basic Materials 11.06 2.32
Consumer Cyclical 7.44 16.91
Real Estate 4.84 2.06
Communication Services 7.11 1.99
Utilities 3.36 6.35

Top Comparisons

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns21.6%

VS

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns21.37%

Compare Now

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns31.7%

VS

Sundaram Diversified Equity (ELSS) Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

3Y Returns18.28%

Compare Now

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

3Y Returns22.65%

VS

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

3Y Returns19.14%

Compare Now

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns25.4%

VS

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

3Y Returns22.04%

Compare Now
Add to Cart Successfully