ICICI Prudential Focused Equity Fund is a flexi-cap fund that invests in a focused portfolio of up to 30 stocks. The fund has a high risk-return profile and is suitable for investors who have a long-term investment horizon and are comfortable with the volatility of equity markets.
Key Features of ICICI Prudential Focused Equity Fund
| Feature | Details |
| Investment objective | Generate capital appreciation by investing in a concentrated portfolio of equity and equity related securities of up to 30 companies across market capitalization. |
| Benchmark indices | S&P BSE 500 Index TRI and the Nifty 50 Index TRI |
| Investment style | Active investment style, invests in a concentrated portfolio of stocks. The fund’s management team has a proven track record of selecting high-growth stocks. |
| Risks | High-risk fund due to its concentrated portfolio and its investment in small-cap and mid-cap stocks. Investors should be aware of the risks involved before investing in the fund. |
| Performance | Good track record of performance. Over the past 1 year, the fund has returned 17.34%, while over the past 3 years, it has returned 24.38%. Since inception, the fund has returned 13.25%. |
| Minimum investment | ₹500 |
| Expense ratio | 2.25% |
Performance Analysis
It’s essential to gauge the historical performance of any investment before making a decision. Let’s take a look at the performance of ICICI Prudential Focused Equity Fund over the last nine years and comparison with index fund
| Index | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
| ICICI Prudential Focused Equity Fund | 17.34 | 22.25 | 20.4 | 11.87 | 14.39 | 11.27 | 8.52 | 16.47 | 13.7 |
| S&P BSE 500 Index | 14.49 | 19.98 | 20.3 | 12.59 | 15.21 | 11.55 | 8.26 | 16.11 | 13.25 |
| Nifty 50 Index | 14.35 | 19.96 | 20.23 | 12.57 | 15.18 | 11.54 | 8.25 | 16.09 | 13.23 |
Past performance is not indicative of future results. However, analyzing historical data can provide valuable insights into the fund’s ability to weather market fluctuations and generate returns. As you can see, the fund has a good track record of year-on-year returns. Investors should always do their own research before investing in any mutual fund
Top Holdings in the ICICI Prudential Focused Equity Fund as of August 16, 2023
| Rank | Stock | Holding (%) |
| 1 | ICICI Bank Ltd | 9.39 |
| 2 | Reliance Industries Ltd | 8.84 |
| 3 | Sun Pharmaceutical Industries Ltd | 7.45 |
| 4 | Infosys Ltd | 6.22 |
| 5 | Larsen & Toubro Ltd | 5.7 |
| 6 | HDFC Bank Ltd | 5.46 |
| 7 | Maruti Suzuki India Ltd | 4.58 |
| 8 | Avenue Supermarts Ltd | 3.34 |
| 9 | Muthoot Finance Pvt. Ltd | 2.92 |
| 10 | Siemens Ltd | 2.8 |
Benefits of investing in the ICICI Prudential Focused Equity Fund
- Potential for high returns: The fund has a good track record of performance and has consistently outperformed its benchmark indices. This is due to the fund’s active investment style and its focus on investing in high-growth stocks.
- Professional management: The fund is managed by a team of experienced professionals who have a proven track record of selecting high-growth stocks. This gives investors peace of mind that their money is in good hands.
- Diversification: The fund invests in a diversified portfolio of stocks across different sectors and market capitalizations. This helps to reduce risk and protect investors’ capital.
- Low minimum investment: The fund has a low minimum investment of ₹500. This makes it accessible to a wider range of investors.
- Flexible investment options: The fund offers a variety of investment options, including monthly SIPs and lump sum investments. This gives investors the flexibility to invest according to their own financial goals and risk appetite.
However, it is important to note that the ICICI Prudential Focused Equity Fund is a high-risk fund. This means that the fund’s performance can be volatile and investors may lose money. Therefore, the fund is only suitable for investors who have a high risk tolerance and are looking for the potential for high returns.
If you are considering investing in the ICICI Prudential Focused Equity Fund, it is important to do your own research and understand the risks involved. You should also speak to a financial advisor to get personalized advice on whether the fund is right for you.
