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) ₹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 -6.01% -2.84%
6 Month -5.11% -3.19%
1 Year 11.81% 14.25%
3 Year - 13.17%
5 Year - 16.1%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 10.04% 6.31%
3 Year - 18.34%
5 Year - 18.42%

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 - 0.52%
Beta - 0.93%
Alpha - -0.95%

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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 4.844033766518 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

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