- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Focused Equity Fund vs ICICI Prudential 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) | ₹14146 Cr | ₹1881 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 | 1.26% | 0.49% |
| 6 Month | 7.7% | 4.53% |
| 1 Year | 11.28% | -1.37% |
| 3 Year | 22.39% | 14.15% |
| 5 Year | 22.39% | 16.98% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.69% | 2.17% |
| 1 Year | 23.61% | 13.17% |
| 3 Year | 21.88% | 12.51% |
| 5 Year | 20.88% | 13.63% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.46% | 17.17% |
| 3 Year | 14.12% | 18.34% |
| 5 Year | 13.61% | 20.03% |
Risk Management
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.58% | 12.46% |
| Sharp | 1.13% | 0.59% |
| Beta | 0.92% | 0.90% |
| Alpha | 6.31% | -0.41% |
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 | 9 | 10.53 |
| Large Cap | 76.93 | 67.26 |
| Mid Cap | 14.07 | 11.11 |
| Small Cap | - | 11.11 |
Sector Allocation
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.63 | 8.02 |
| Energy | 3.61 | 4.43 |
| Technology | 8.4 | 13.26 |
| Consumer Cyclical | 12.84 | 8.09 |
| Industrials | 4.94 | 9.24 |
| Financial Services | 25.53 | 27.81 |
| Healthcare | 7.84 | 12.23 |
| Basic Materials | 9.65 | 5.98 |
| Consumer Defensive | 6.04 | 1.85 |
| Real Estate | 5.69 | 3.53 |
| Communication Services | 7.62 | - |
| Utilities | 3.2 | 5.57 |
Top Comparisons
ITI Multi Cap Fund Regular - Growth
3Y Returns18%
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns16.2%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.41%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.7%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.58%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.74%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.71%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.57%
