ICICI Prudential Focused Equity Fund Growth

• Alpha 1.05%
• Beta 0.78
• Sharpe Ratio1.33
• Std Deviation 12.78%
• Tracking Error 8.80%

To generate capital appreciation by investing in a concentrated portfolio of equity and equity related securities of up to 30 companies across market capitalization i.e. focus on multicap. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

The ICICI Prudential Focused Equity Fund Growth has an AUM of 7582.58 crores & has delivered CAGR of 19.62% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.77%. The minimum investment in ICICI Prudential Focused Equity Fund Growth is Rs 5000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include ICICI Bank, Sun Pharmaceutical Industries, Reliance Industries & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Construction Services & Recreational Products.

Some of the similar funds are ICICI Prudential Focused Equity Fund Growth, 360 ONE Focused Equity Fund Regular Growth, Nippon India Focused Equity Fund - Growth, Aditya Birla Sun Life Focused Fund Growth, Mirae Asset Focused Fund Regular Growth. ICICI Prudential Focused Equity Fund Growth has a sharpe ratio of 1.33 & a standard deviation of 12.78%.