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 | -2.4% | -2.1% |
6 Month | -12.34% | -10.04% |
1 Year | 4.14% | 3.81% |
3 Year | - | 13.58% |
5 Year | - | 17.44% |
SIP Return Analysis
Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | -10.65% | -7.87% |
1 Year | -17.6% | -11.3% |
3 Year | - | 12.09% |
5 Year | - | 14.19% |
Rolling Lumpsum Returns
Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 42.34% | 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 | - | 0.9% |
Alpha | - | 0.01% |
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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 | 4.19439 | 4.66638 |
Large Cap | 53.71749 | 81.6157 |
Small Cap | 27.54116 | 1.82895 |
Mid Cap | 14.54696 | 11.88893 |
Sector Allocation
Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 4.19439 | 1.68596 |
Energy | 4.86109 | 5.44155 |
Industrials | 14.5533 | 4.5773 |
Consumer Cyclical | 5.04961 | 16.43838 |
Technology | 14.21729 | 12.96748 |
Financial Services | 22.62185 | 31.56661 |
Healthcare | 11.27197 | 3.49544 |
Consumer Defensive | 6.83193 | 7.51964 |
Basic Materials | 8.93575 | 4.1487 |
Real Estate | 1.50664 | 2.79434 |
Communication Services | 3.27181 | 5.53411 |
Utilities | 2.68437 | 3.83045 |
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