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) ₹445 Cr ₹1688 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 2.11
Manager Rohan Korde Cheenu Gupta
ISIN Code INF00XX01CV2 INF336L01PE6
Exits Load Exit load of 1%, if redeemed within 12 months./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth HSBC Focused Fund - Regular Growth
1 Month 0.62% 3.24%
6 Month 20.53% 16.91%
1 Year 46.66% 40.34%
3 Year - 18.37%
5 Year - -

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth HSBC Focused Fund - Regular Growth
6 Month - -
1 Year 19.83% 14.17%
3 Year 21.23% 35.03%
5 Year 21.23% 49.61%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth HSBC Focused Fund - Regular Growth
1 Year 24.92% 19.48%
3 Year 24.96% 46.47%
5 Year 24.96% 53.18%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth HSBC Focused Fund - Regular Growth
Standard Deviation - 12.6%
Sharp - 0.85%
Beta - 1.04%
Alpha - -1.74%

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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
Fund Manage 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 5.77 6.19
Large Cap 54.19 54.9
Mid Cap 19.89 19.26
Small Cap 20.15 19.65

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

HSBC Focused Fund - Regular Growth

Others 4.71 6.19
Energy 8.01 8.95
Capital Goods 18.4 6.14
Automobile 7.65 6.4
Construction 6.72 12.05
Financial 16.86 21.32
Healthcare 5.65 9.27
Insurance 2.69 -
Metals & Mining 8.75 2.83
Consumer Staples 3.09 2.19
Chemicals 3.28 1.15
Communication 2.81 -
Technology 5.01 6.61
Materials 2.41 -
Services 2.9 8.02
Unclassified 1.06 -
Consumer Discretionary - 8.88

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