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
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Equity Fund- Regular plan _ Growth Option |
---|---|---|
1 Month | -2.63% | -3.62% |
6 Month | -14.51% | -15.14% |
1 Year | 8.21% | 4.59% |
3 Year | - | 12.12% |
5 Year | - | 18.28% |
SIP Return Analysis
Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Equity Fund- Regular plan _ Growth Option |
---|---|---|
6 Month | -10.65% | -8.72% |
1 Year | -17.6% | -15.64% |
3 Year | - | 9.96% |
5 Year | - | 13.42% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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