ITI Focused Equity Fund Regular vs Kotak Focused Equity Fund compare

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ITI Focused Equity Fund Regular - Growth

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Kotak Focused Equity Fund- Regular plan _ Growth Option

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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	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)	₹483 Cr	₹3349 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	19 Jun 2023	16 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	1.9
Manager	Rohan Korde	Arjun Khanna
ISIN Code	INF00XX01CV2	INF174KA1EK3
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	Kotak Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Month	7.35%	6.47%
6 Month	-7.41%	-7.21%
1 Year	10.35%	8.39%
3 Year	-	12.14%
5 Year	-	21.82%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
6 Month	-3.88%	-3.87%
1 Year	-10.92%	-12.19%
3 Year	-	10.79%
5 Year	-	13.35%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
1 Year	40.38%	18.28%
3 Year	-	17.37%
5 Year	-	18.3%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
Standard Deviation	-	13.295%
Sharp	-	0.368%
Beta	-	0.898%
Alpha	-	-1.119%

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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
Funds Managed	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
Others	4.19	4.22
Large Cap	53.72	75.43
Small Cap	27.54	8.26
Mid Cap	14.55	12.09

Scheme Name	ITI Focused Equity Fund Regular - Growth	Kotak Focused Equity Fund- Regular plan _ Growth Option
Others	4.19	1.27
Energy	4.86	3.85
Industrials	14.55	19.62
Consumer Cyclical	5.05	13.45
Technology	14.22	13.03
Financial Services	22.62	24.56
Healthcare	11.27	7.2
Consumer Defensive	6.83	2.32
Basic Materials	8.94	3.19
Real Estate	1.51	-
Communication Services	3.27	5.24
Utilities	2.68	6.27