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ITI Focused Equity Fund Regular vs Aditya Birla Sun Life Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹483 Cr | ₹7354 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Jun 2023 | 24 Oct 2005 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 45% |
| Expense Ratio | 2.34 | 1.82 |
| Manager | Rohan Korde | Dhaval Joshi |
| ISIN Code | INF00XX01CV2 | INF209K01462 |
| Exits Load | ITI Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | 7.35% | 5.07% |
| 6 Month | -7.41% | -6.38% |
| 1 Year | 10.35% | 9.54% |
| 3 Year | - | 13.31% |
| 5 Year | - | 21.35% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | -3.88% | -4.38% |
| 1 Year | -10.92% | -9.96% |
| 3 Year | - | 12.09% |
| 5 Year | - | 13.74% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 40.38% | 12.97% |
| 3 Year | - | 12.3% |
| 5 Year | - | 13.39% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | - | 12.25% |
| Sharp | - | 0.46% |
| Beta | - | 0.89% |
| Alpha | - | -0.05% |
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Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Name | Rohan Korde | Dhaval Joshi |
| Total AUM | ₹4626 Cr | ₹361932 Cr |
| Funds Managed | 10 | 55 |
| ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 4.19 | 1.63 |
| Large Cap | 53.72 | 84.34 |
| Small Cap | 27.54 | 1.58 |
| Mid Cap | 14.55 | 12.27 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 4.19 | 1.63 |
| Energy | 4.86 | - |
| Industrials | 14.55 | - |
| Consumer Cyclical | 5.05 | - |
| Technology | 14.22 | - |
| Financial Services | 22.62 | - |
| Healthcare | 11.27 | - |
| Consumer Defensive | 6.83 | - |
| Basic Materials | 8.94 | - |
| Real Estate | 1.51 | - |
| Communication Services | 3.27 | - |
| Utilities | 2.68 | - |
| Petroleum Products | - | 5.47 |
| IT - Software | - | 12.04 |
| Construction | - | 4.3 |
| Diversified FMCG | - | 1.49 |
| Non - Ferrous Metals | - | 2.73 |
| Banks | - | 21.41 |
| Pharmaceuticals & Biotechnology | - | 2.93 |
| Automobiles | - | 9.16 |
| Insurance | - | 5.08 |
| Agricultural Food & other Products | - | 2.47 |
| Realty | - | 2.79 |
| Consumer Durables | - | 3.87 |
| Finance | - | 6.62 |
| Telecom - Services | - | 5.53 |
| Cement & Cement Products | - | 1.77 |
| Power | - | 3.77 |
| Retailing | - | 3.9 |
| Beverages | - | 2.86 |
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