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

Link copied to clipboard!

tortoise-icon ITI Focused Equity Fund Regular - Growth

Invest Now

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

Invest Now

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) ₹497 Cr ₹7729 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 0.87% -0.68%
6 Month 3.77% 3.53%
1 Year 26.34% 21.08%
3 Year - 14.43%
5 Year - 16.57%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 16.92% 11.08%
3 Year - 19.16%
5 Year - 19.01%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 43.58% 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 - 0.66%
Beta - 0.93%
Alpha - -0.79%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.844033766518 5.17
Large Cap 51.63 79.66
Small Cap 25.09 2.27
Mid Cap 18.45 12.51

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 4.844033766518 5.17
Petroleum Products 4.56 4.8
Electrical Equipment 3.35 -
Auto Components 4.96 -
Construction 6.32 4.42
Banks 13.05 23.64
Pharmaceuticals & Biotechnology 7.57 4.3
Healthcare Services 2.86 -
Industrial Manufacturing 5.68 -
Finance 2.95 4.67
Non - Ferrous Metals 2.67 1.7
Diversified FMCG 3.9 1.61
Agricultural Food & other Products 2.13 2.05
Industrial Products 5.26 -
Chemicals & Petrochemicals 2.5 -
Telecom - Services 3 5.39
IT - Software 6.45 12.49
Cement & Cement Products 2.63 1.74
Power 2.38 4.59
Transport Services 2.61 -
Capital Markets 5.19 -
Insurance 2.88 5.47
Realty 2.27 2.5
Automobiles - 7.91
Consumer Durables - 4.26
Beverages - 2.9

Top Comparisons

Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife Consumption Fund- Regular Plan - Growth

3Y Returns19.08%

VS

HDFC Non-Cyclical Consumer Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)

3Y Returns0%

Compare Now

Tata Multi Asset Opportunities Fund-Regular Plan-Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

3Y Returns13.53%

VS

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns7.79%

Compare Now

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns9.85%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns13.08%

Compare Now

BANDHAN INNOVATION FUND REGULAR PLAN GROWTH BANDHAN INNOVATION FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully