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 ₹1000
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 0.62% 5.76%
6 Month 20.53% 19.63%
1 Year 46.66% 36.17%
3 Year - 16.15%
5 Year - 19.94%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 19.83% 15.15%
3 Year 21.23% 33.2%
5 Year 21.23% 62.4%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 24.92% 19.79%
3 Year 24.96% 47.91%
5 Year 24.96% 69.28%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation - 12.25%
Sharp - 0.75%
Beta - 0.92%
Alpha - -1.24%

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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 5.77 3.32
Large Cap 54.19 82.9
Mid Cap 19.89 11.95
Small Cap 20.15 1.84

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 4.71 2.93
Energy 8.01 9.17
Capital Goods 18.4 -
Automobile 7.65 8.17
Construction 6.72 9.13
Financial 16.86 33.34
Healthcare 5.65 4.04
Insurance 2.69 2.78
Metals & Mining 8.75 -
Consumer Staples 3.09 6.37
Chemicals 3.28 -
Communication 2.81 5.74
Technology 5.01 10.52
Materials 2.41 3.82
Services 2.9 -
Unclassified 1.06 -
Consumer Discretionary - 4

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