Tata Focused Equity Fund vs ICICI Prudential Focused Equity Fund compare

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ICICI Prudential Focused Equity Fund - Growth

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Tata Focused Fund-Regular Plan-Growth

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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	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)	₹12244 Cr	₹1847 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

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Tata Focused Fund-Regular Plan-Growth
1 Month	-2.19%	-1.85%
6 Month	9.83%	3.56%
1 Year	3.06%	-4.74%
3 Year	21.96%	15.58%
5 Year	24.33%	20.54%

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Tata Focused Fund-Regular Plan-Growth
6 Month	5.48%	3.76%
1 Year	9.94%	-0.45%
3 Year	21.52%	12.74%
5 Year	21.17%	14.58%

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Tata Focused Fund-Regular Plan-Growth
1 Year	11.85%	19.73%
3 Year	13.85%	18.87%
5 Year	13.52%	21.71%

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	12.97%	13.16%
Sharp	1.16%	0.73%
Beta	0.92%	0.93%
Alpha	5.48%	-0.56%

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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

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Tata Focused Fund-Regular Plan-Growth
Others	6.77	9.07
Large Cap	77.6	57.74
Mid Cap	13.96	15.54
Small Cap	1.67	17.66

Scheme Name	ICICI Prudential Focused Equity Fund - Growth	Tata Focused Fund-Regular Plan-Growth
Others	4.21	9.07
Energy	3.37	4.52
Technology	5.05	14.61
Industrials	9.1	7.84
Financial Services	27.5	27.11
Healthcare	8	12.46
Basic Materials	13.37	2.3
Consumer Cyclical	9.42	11.59
Consumer Defensive	6.07	1.74
Real Estate	4.44	1.96
Communication Services	6.46	-
Utilities	3.01	6.81