ITI Focused Equity Fund Regular vs Kotak Focused Equity Fund compare

ITI Focused Equity Fund Regular - Growth

Kotak Focused Equity Fund- Regular plan _ Growth Option

Overview

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
Fund	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹445 Cr	₹3530 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	19 Jun 2023	05 Jul 2019
Category	Focused	Focused
Fund Type	Open-ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	21.79%
Expense Ratio	2.34	1.88
Manager	Rohan Korde	Arjun Khanna
ISIN Code	INF00XX01CV2	INF174KA1EK3
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 365 days./365

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Month	0.62%	1.07%
6 Month	20.53%	20.62%
1 Year	46.66%	38.82%
3 Year	-	17.56%
5 Year	-	20.1%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
6 Month	-	-
1 Year	19.83%	16.78%
3 Year	21.23%	34.49%
5 Year	21.23%	66.61%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Year	24.92%	21.18%
3 Year	24.96%	50.95%
5 Year	24.96%	73.26%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
Standard Deviation	-	11.68%
Sharp	-	0.97%
Beta	-	0.89%
Alpha	-	-0.21%

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Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
Name	Rohan Korde	Arjun Khanna
Total AUM	₹4626 Cr	₹169639 Cr
Fund Manage	10	24
	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
Large Cap	54.19	81.84
Small Cap	20.15	4.58
Mid Cap	19.89	11.93
Others	5.77	1.33

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
Energy	8.01	-
Financial	16.86	-
Capital Goods	18.4	-
Construction	6.72	3.11
Chemicals	3.28	-
Metals & Mining	8.75	-
Consumer Staples	3.09	-
Healthcare	5.65	-
Services	2.9	-
Automobile	7.65	-
Communication	2.81	-
Others	4.71	1.33
Insurance	2.69	-
Technology	5.01	-
Materials	2.41	-
Unclassified	1.06	-
Banks	-	18.39
Automobiles	-	8.66
Power	-	4.72
IT - Software	-	9.65
Pharmaceuticals and Biotechnology	-	4.19
Petroleum Products	-	4.19
Aerospace and Defense	-	3.99
Finance	-	3.69
Retailing	-	3.61
Telecom - Services	-	3.36
Gas	-	3.29
Personal Products	-	5.27
Cement and Cement Products	-	3.02
Consumer Durables	-	4.86
Auto Components	-	5.47
Industrial Products	-	4.07
Healthcare Services	-	2.33
Chemicals and Petrochemicals	-	1.51
Beverages	-	0.97