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ITI Focused Equity Fund Regular vs HSBC Focused Fund compare

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tortoise-icon ITI Focused Equity Fund Regular - Growth

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tortoise-icon HSBC Focused Fund - Regular Growth

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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 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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