Equity | Focused
3Y Returns
9.55%
Min SIP
₹100
Min Lumpsum
₹5000
Expense Ratio
2.01%
Fund Size
₹3657 Cr
Inception Date
28-May-09
Fund Manager
Anish Tawakley
Exit Load
1% on or before 1Y, Nil after 1Y.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
91.85%
Debt & Others
8.15%
Market Cap Allocation
Large Cap
78.86%
Mid Cap
5.44%
Small Cap
5.10%
Other Cap
10.60%
Investment Objective
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.
Fund House Detail
AMC Name
ICICI Prudential Asset Management Company Limited
Address
One BKC, A - Wing 13th Floor,Bandra Kurla Complex, Bandra (East)Mumbai - 400 051
Hdfc Focused 30 Fund - Direct Plan - Growth Option
1Y
44.8%
3Y
25.38%
5Y
24.16%
Invesco India Focused 20 Equity Fund Direct Plan Growth
1Y
67.86%
3Y
22.36%
5Y
NA
Mahindra Manulife Focused Fund - Direct Plan - Growth
1Y
45.59%
3Y
21.95%
5Y
NA
Icici Prudential Focused Equity Fund - Direct Plan - Growth
1Y
48.49%
3Y
21.5%
5Y
25.57%
Quant Focused Fund Direct Plan - Growth
1Y
40.96%
3Y
20.57%
5Y
23.57%
Jm Focused Fund Direct - Growth Option
1Y
42.85%
3Y
20.11%
5Y
17.46%
Canara Robeco Focused Equity Fund Direct Growth
1Y
40.57%
3Y
18.17%
5Y
NA
Tata Focused Equity Fund Direct Plan Growth
1Y
39.3%
3Y
17.97%
5Y
NA
Franklin India Focused Equity Fund - Direct Growth
1Y
36.46%
3Y
17.66%
5Y
21.75%
Bandhan Focused Equity Fund-Direct Plan-Growth
1Y
45.32%
3Y
17.15%
5Y
19.27%
Dsp Focus Fund - Direct Plan - Growth
1Y
41.89%
3Y
16.73%
5Y
17.55%
Hsbc Focused Fund Direct Plan Growth
1Y
38.96%
3Y
16.72%
5Y
NA
360 One Focused Equity Fund Direct Plan- Growth
1Y
34.97%
3Y
16.32%
5Y
22.97%
Uti Focused Equity Fund - Direct Plan Growth
1Y
35.42%
3Y
15.91%
5Y
NA
Kotak Focused Equity Fund - Direct Plan - Growth
1Y
37.63%
3Y
15.37%
5Y
19.86%
Aditya Birla Sun Life Focused Equity Fund - Growth-Direct Plan
1Y
39.2%
3Y
15.25%
5Y
18.92%
Nippon India Focused Equity Fund - Direct Plan Growth Option Growth
1Y
29.33%
3Y
15.12%
5Y
21.11%
Motilal Oswal Focused Fund - Direct Growth
1Y
31.42%
3Y
12.75%
5Y
15.95%
Union Focused Fund Direct Plan - Growth Option
1Y
26.63%
3Y
11.71%
5Y
18.76%
Sbi Focused Equity Fund Direct Growth
1Y
28.63%
3Y
11.27%
5Y
18.3%
Mirae Asset Focused Fund - Direct Plan - Growth
1Y
29.7%
3Y
9.52%
5Y
18.52%
Axis Focused 25 Fund - Direct Plan - Growth
1Y
32.31%
3Y
5.32%
5Y
13.18%
Lic Focused 30 Equity Fund - Direct Plan - Growth
1Y
NA
3Y
2.99%
5Y
11.24%
Old Bridge Focused Equity Fund - Direct Plan - Growth
1Y
NA
3Y
NA
5Y
NA
Edelweiss Focused Equity Fund - Direct Plan - Growth
1Y
43.38%
3Y
NA
5Y
NA
Sundaram Focused Fund - Direct Growth
1Y
34.39%
3Y
NA
5Y
NA
Baroda Bnp Paribas Focused Fund Direct Growth
1Y
35.04%
3Y
NA
5Y
NA
Iti Focused Equity Fund - Direct Plan - Growth
1Y
42.98%
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.