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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) ₹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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