ITI Focused Equity Fund Regular vs HSBC Focused Fund compare
ITI Focused Equity Fund Regular - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹483 Cr | ₹1628 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 19 Jun 2023 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | 95% |
Expense Ratio | 2.34 | 2.09 |
Manager | Rohan Korde | Cheenu Gupta |
ISIN Code | INF00XX01CV2 | INF336L01PE6 |
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 | HSBC Focused Fund - Regular Plan - 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 | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 9.68% | 6.96% |
6 Month | -10.55% | -14.12% |
1 Year | 9.18% | 3.54% |
3 Year | - | 13.03% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | -4.32% | -9.18% |
1 Year | -7.18% | -13.45% |
3 Year | - | 12.64% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 40.38% | 21.56% |
3 Year | - | 18.11% |
5 Year | - | - |
Risk Management
Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 16.134% |
Sharp | - | 0.335% |
Beta | - | 1.037% |
Alpha | - | -1.531% |
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Fund Managers
Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Rohan Korde | Cheenu Gupta |
Total AUM | ₹4626 Cr | ₹0 Cr |
Funds Managed | 10 | 9 |
ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
ITI Focused Equity Fund Regular - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.19 | 11.94 |
Large Cap | 53.72 | 32.27 |
Small Cap | 27.54 | 35.21 |
Mid Cap | 14.55 | 20.59 |
Sector Allocation
Scheme Name |
ITI Focused Equity Fund Regular - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.19 | 9.93 |
Energy | 4.86 | 3.23 |
Industrials | 14.55 | 16.16 |
Consumer Cyclical | 5.05 | 9.48 |
Technology | 14.22 | 12.64 |
Financial Services | 22.62 | 26.78 |
Healthcare | 11.27 | 13.33 |
Consumer Defensive | 6.83 | 3.03 |
Basic Materials | 8.94 | 5.42 |
Real Estate | 1.51 | - |
Communication Services | 3.27 | - |
Utilities | 2.68 | - |
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