Kotak Focused Equity Fund vs ICICI Prudential Focused Equity Fund compare

Kotak Focused Equity Fund vs ICICI Prudential Focused Equity Fund compare

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ICICI Prudential Focused Equity Fund - Growth

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Kotak Focused Fund- Regular plan _ Growth Option

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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	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)	₹12909 Cr	₹3697 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	2.54%	3.45%
6 Month	8.57%	12.3%
1 Year	9.65%	9.38%
3 Year	22.01%	16.01%
5 Year	25.63%	20.19%

SIP Return Analysis

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option
6 Month	1.33%	1.91%
1 Year	13.66%	13.28%
3 Year	19.55%	14.45%
5 Year	19.76%	14.38%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option
1 Year	11.68%	14.05%
3 Year	13.97%	17.12%
5 Year	13.57%	19.9%

Risk Management

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option
Standard Deviation	12.75%	12.08%
Sharp	1.18%	0.76%
Beta	0.93%	0.90%
Alpha	6.34%	0.77%

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	5.91	5.87
Large Cap	78.3	72.8
Mid Cap	15.78	19.29
Small Cap	-	2.04

Sector Allocation

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Kotak Focused Fund- Regular plan _ Growth Option
Others	1.67	2.25
Energy	3.46	3.54
Technology	8.19	9.09
Industrials	5.01	20.77
Financial Services	25.2	26.71
Healthcare	8.3	5.26
Basic Materials	10.82	3.07
Consumer Cyclical	15.11	17.02
Consumer Defensive	5.42	2.19
Real Estate	6.17	-
Communication Services	7.49	5.48
Utilities	3.15	4.62

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