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ITI Focused Equity Fund Regular vs HDFC Focused 30 Fund compare
ITI Focused Equity Fund Regular - Growth
HDFC Focused 30 Fund - GROWTH PLAN
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | HDFC Focused 30 Fund - GROWTH PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹483 Cr | ₹15688 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 Jun 2023 | 17 Sep 2004 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 24.96% |
| Expense Ratio | 2.34 | 1.67 |
| Manager | Rohan Korde | Dhruv Muchhal |
| ISIN Code | INF00XX01CV2 | INF179K01574 |
| 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 | HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| 1 Month | 7.35% | 6.44% |
| 6 Month | -7.41% | 0.09% |
| 1 Year | 10.35% | 17.38% |
| 3 Year | - | 21.97% |
| 5 Year | - | 30.17% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 0.13% | 3.23% |
| 1 Year | -3.87% | 6.95% |
| 3 Year | - | 23.08% |
| 5 Year | - | 25.42% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 40.38% | 16.01% |
| 3 Year | - | 12.6% |
| 5 Year | - | 11.81% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | - | 11.245% |
| Sharp | - | 1.3% |
| Beta | - | 0.756% |
| Alpha | - | 9.571% |
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Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Name | Rohan Korde | Dhruv Muchhal |
| Total AUM | ₹4626 Cr | ₹520687 Cr |
| Funds Managed | 10 | 40 |
| ITI Focused Equity Fund Regular - Growth | HDFC Focused 30 Fund - GROWTH PLAN |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Others | 4.19 | 16.06 |
| Large Cap | 53.72 | 66.22 |
| Small Cap | 27.54 | 13.92 |
| Mid Cap | 14.55 | 3.81 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
HDFC Focused 30 Fund - GROWTH PLAN |
|---|---|---|
| Others | 4.19 | 13.91 |
| Energy | 4.86 | - |
| Industrials | 14.55 | 3.31 |
| Consumer Cyclical | 5.05 | 20.08 |
| Technology | 14.22 | 4.43 |
| Financial Services | 22.62 | 39.06 |
| Healthcare | 11.27 | 10.65 |
| Consumer Defensive | 6.83 | 0 |
| Basic Materials | 8.94 | 2.77 |
| Real Estate | 1.51 | 2.12 |
| Communication Services | 3.27 | 3.65 |
| Utilities | 2.68 | - |
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