ICICI Prudential Focused Equity Fund Growth

• Alpha 1.05%
• Beta 0.78
• Sharpe Ratio1.25
• Std Deviation 12.29%
• 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.

The ICICI Prudential Focused Equity Fund Growth has an AUM of 14568.53 crores & has delivered CAGR of 20.30% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.70%. 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 Medium & Exceptional respectively.

The top holdings of the fund include ICICI Bank, HDFC Bank, Infosys & AXIS Bank Ltd.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Investment Services & Computer Services.

Some of the similar funds are HDFC Focused Fund Growth, ICICI Prudential Focused Equity Fund Growth, SBI Focused Fund Growth, Franklin India Focused Equity Fund Growth, Axis Focused Fund Growth. ICICI Prudential Focused Equity Fund Growth has a sharpe ratio of 1.25 & a standard deviation of 12.29%.