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Tata Focused Equity Fund vs ICICI Prudential Focused Equity Fund compare

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tortoise-icon ICICI Prudential Focused Equity Fund - Growth

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tortoise-icon 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) ₹12380 Cr ₹1825 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 1.87% 1.76%
6 Month 15.87% 9.2%
1 Year 6.56% -2.02%
3 Year 22.39% 15.88%
5 Year 24.38% 20.43%

SIP Return Analysis

Scheme Name ICICI Prudential Focused Equity Fund - Growth Tata Focused Fund-Regular Plan-Growth
6 Month 4.45% 4.28%
1 Year 11.03% 2.71%
3 Year 21.35% 13.36%
5 Year 21.02% 14.78%

Rolling Lumpsum Returns

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%

Risk Management

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 5.80% 0.20%

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 7.45 9.79
Large Cap 77.19 56.53
Mid Cap 13.63 15.42
Small Cap 1.73 18.27

Sector Allocation

Scheme Name

ICICI Prudential Focused Equity Fund - Growth

Tata Focused Fund-Regular Plan-Growth

Others 4.22 9.79
Energy 3.51 4.24
Technology 6.37 13.58
Industrials 6.56 7.99
Financial Services 27.12 26.76
Healthcare 8.12 15.33
Basic Materials 12.39 2.36
Consumer Cyclical 10.88 9.41
Consumer Defensive 6.07 1.93
Real Estate 5.02 1.78
Communication Services 6.9 -
Utilities 2.83 6.83

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