ITI Focused Equity Fund Regular vs Nippon India Focused Equity Fund compare

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tortoise-icon ITI Focused Equity Fund Regular - Growth

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tortoise-icon Nippon India Focused Equity Fund -Growth 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 Nippon India Focused Equity Fund -Growth Plan -Growth Option
Fund ITI Focused Equity Fund Regular - Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹445 Cr ₹8586 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Jun 2023 26 Dec 2006
Category Focused Focused
Fund Type Open-ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over % 59%
Expense Ratio 2.34 1.84
Manager Rohan Korde Vinay Sharma
ISIN Code INF00XX01CV2 INF204K01GE7
Exits Load Exit load of 1%, if redeemed within 12 months./365 Exit load for units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Month -5.99% -6.55%
6 Month 6.06% 4.44%
1 Year 29.52% 19.38%
3 Year - 12.49%
5 Year - 19.5%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
6 Month - -
1 Year 23.92% 14.25%
3 Year - 18.91%
5 Year - 21.52%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
1 Year 44.65% 10.95%
3 Year - 15.11%
5 Year - 15.75%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
Standard Deviation - 12.79%
Sharp - 0.59%
Beta - 0.95%
Alpha - -0.37%

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Fund Managers

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option
Name Rohan Korde Vinay Sharma
Total AUM ₹4626 Cr ₹14183 Cr
Fund Manage 10 3
ITI Focused Equity Fund Regular - Growth Nippon India Focused Equity Fund -Growth Plan -Growth Option

Market Cap

Scheme Name

ITI Focused Equity Fund Regular - Growth

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 4.9356568359398 4.9
Large Cap 51.71 50.73
Small Cap 23.27 21.25
Mid Cap 18.48 23.12

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Nippon India Focused Equity Fund -Growth Plan -Growth Option

Others 4.9356568359398 4.25
Petroleum Products 4.89 -
Electrical Equipment 3.37 -
Auto Components 5.69 -
Construction 5.82 -
Banks 11.47 -
Pharmaceuticals & Biotechnology 6.59 -
Healthcare Services 3.61 -
Industrial Manufacturing 5.67 -
Insurance 3.05 2.11
Finance 3.06 -
Non - Ferrous Metals 1.07 -
Diversified FMCG 3.94 -
Agricultural Food & other Products 2.21 -
Industrial Products 5.7 -
Chemicals & Petrochemicals 2.72 -
Telecom - Services 3.07 -
IT - Software 6.64 -
Cement & Cement Products 2.71 -
Power 2.36 -
Transport Services 2.98 -
Capital Markets 4.36 -
Realty 2.48 -
Materials - 2.94
Energy - 3.95
Technology - 9.53
Financial - 34.67
Services - 12.99
Consumer Staples - 5
Automobile - 10.28
Healthcare - 3.69
Diversified - 3.89
Capital Goods - 5.02
Consumer Discretionary - 1.68

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