ITI Focused Equity Fund Regular vs Aditya Birla Sun Life Focused Equity Fund compare

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tortoise-icon ITI Focused Equity Fund Regular - Growth

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹445 Cr ₹7642 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Jun 2023 05 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 Exit load of 1%, if redeemed within 12 months./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month -0.7% -2.45%
6 Month 6.77% 8.76%
1 Year 32.42% 30.79%
3 Year - 13.65%
5 Year - 17.17%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 44.65% 12.77%
3 Year - 12.19%
5 Year - 13.25%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation - 12.25%
Sharp - 0.57%
Beta - 0.93%
Alpha - -0.96%

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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
Fund Manage 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 4.9356568359398 3.32
Large Cap 51.71 82.9
Small Cap 23.27 1.84
Mid Cap 18.48 11.95

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 4.9356568359398 2.93
Petroleum Products 4.89 -
Electrical Equipment 3.37 -
Auto Components 5.69 -
Construction 5.82 9.13
Banks 11.47 -
Pharmaceuticals & Biotechnology 6.59 -
Healthcare Services 3.61 -
Industrial Manufacturing 5.67 -
Insurance 3.05 2.78
Finance 3.06 -
Non - Ferrous Metals 1.07 -
Diversified FMCG 3.94 -
Agricultural Food & other Products 2.21 -
Industrial Products 5.7 -
Chemicals & Petrochemicals 2.72 -
Telecom - Services 3.07 -
IT - Software 6.64 -
Cement & Cement Products 2.71 -
Power 2.36 -
Transport Services 2.98 -
Capital Markets 4.36 -
Realty 2.48 -
Communication - 5.74
Energy - 9.17
Technology - 10.52
Materials - 3.82
Consumer Staples - 6.37
Financial - 33.34
Healthcare - 4.04
Automobile - 8.17
Consumer Discretionary - 4

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