Aeterna Wealth

Aditya Birla Sun Life Focused Fund vs ICICI Prudential Focused Fund

Over the last 3 years, ICICI Prudential Focused Fund returned 19.4% a year against 15.7% for Aditya Birla Sun Life Focused Fund (Direct plans). ICICI Prudential Focused Fund was the more consistent: ahead of its index in 100% of rolling 3-year periods, against 57%. They hold 8 stocks in common; the portfolio overlap is 28%. Data as of 12 Nov 2026.

Aditya Birla Sun Life Focused FundICICI Prudential Focused Fund
CategoryFocusedFocused
Fund houseAditya Birla Sun Life Mutual FundICICI Prudential Mutual Fund
BenchmarkNifty 500 TRINifty 500 TRI
Age13.9 years13.8 years
AUM on 30 Oct 2026₹7,659 cr₹17,249 cr
Direct plan
RatingBC
Expense ratio1.01%1.09%
1Y return6.3%3.9%
3Y return (a year)15.7%19.4%
5Y return (a year)11.0%15.4%
3Y vs index+3.5%+7.1%
Rating score, rank46 · #15 of 2733 · #22 of 27
Regular plan
RatingBC
Expense ratio1.91%2.10%
1Y return5.3%2.8%
3Y return (a year)14.7%18.0%
5Y return (a year)9.9%14.0%
3Y vs index+2.4%+5.8%
Rating score, rank46 · #14 of 2734 · #21 of 27
Consistency, risk and portfolio
Ahead of index, rolling 3Y periods57%100%
Deepest fall, 3Y-16.5%-16.8%
Volatility, 3Y13.9%14.7%
Max fall, 5Y-17.2%-16.8%
Down capture, 3Y7873
Stocks held2929
Top 10 holdings44%47%
Large / mid / small caps69 / 21 / 3%57 / 34 / 3%
Largest sectorBanksBanks

Common questions

Aditya Birla Sun Life Focused Fund or ICICI Prudential Focused Fund: which is better?

On our track-record ratings (Direct plans), Aditya Birla Sun Life Focused Fund is rated B and ICICI Prudential Focused Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.

Aditya Birla Sun Life Focused Fund or ICICI Prudential Focused Fund: which has done better?

Over the last 3 years, ICICI Prudential Focused Fund returned 19.4% a year against 15.7% for Aditya Birla Sun Life Focused Fund (Direct plans).

How much do Aditya Birla Sun Life Focused Fund and ICICI Prudential Focused Fund overlap?

They hold 8 stocks in common; the portfolio overlap is 28%.

Should I hold both?

Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.

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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.

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