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Tata Focused Equity Fund vs ICICI Prudential Focused Equity Fund compare
ICICI Prudential Focused Equity Fund - Growth
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10065 Cr | ₹1739 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 Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.35% | 1.47% |
| 6 Month | 2.2% | -6.07% |
| 1 Year | 10.9% | 2.37% |
| 3 Year | 26.11% | 19.16% |
| 5 Year | 26.32% | 22.79% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 9.37% | 5.62% |
| 1 Year | 12.28% | -0.48% |
| 3 Year | 23.54% | 14.36% |
| 5 Year | 22.45% | 15.72% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity 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 Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.632% | 14.255% |
| Sharp | 0.826% | 0.518% |
| Beta | 0.899% | 0.995% |
| Alpha | 5.238% | -0.625% |
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Fund Managers
| Scheme Name | ICICI Prudential Focused Equity Fund - Growth | Tata Focused Equity 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 Equity Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ICICI Prudential Focused Equity Fund - Growth |
Tata Focused Equity 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 Equity 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 |
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