- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
ITI Focused Equity Fund Regular vs SBI Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹483 Cr | ₹34678 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Jun 2023 | 08 Oct 2004 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | % | 12% |
| Expense Ratio | 2.34 | 1.57 |
| Manager | Rohan Korde | Pradeep Kesavan |
| ISIN Code | INF00XX01CV2 | INF200K01370 |
| 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 | SBI 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 | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | 8.48% | 4.66% |
| 6 Month | -11.72% | -6.13% |
| 1 Year | 6.09% | 8.95% |
| 3 Year | - | 11.1% |
| 5 Year | - | 22.37% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | -4.32% | -0.77% |
| 1 Year | -7.18% | 0.34% |
| 3 Year | - | 15.07% |
| 5 Year | - | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 40.38% | 16.6% |
| 3 Year | - | 15.37% |
| 5 Year | - | 16.58% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 12.03% |
| Sharp | - | 0.34% |
| Beta | - | 0.72% |
| Alpha | - | -0.88% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Name | Rohan Korde | Pradeep Kesavan |
| Total AUM | ₹4626 Cr | ₹434274 Cr |
| Funds Managed | 10 | 43 |
| ITI Focused Equity Fund Regular - Growth | SBI Focused Equity Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Others | 4.19 | 25.53 |
| Large Cap | 53.72 | 34.41 |
| Small Cap | 27.54 | 8.08 |
| Mid Cap | 14.55 | 31.98 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
SBI Focused Equity Fund - Regular Plan -Growth |
|---|---|---|
| Others | 4.19 | 5.98 |
| Energy | 4.86 | - |
| Industrials | 14.55 | 5.11 |
| Consumer Cyclical | 5.05 | 18.47 |
| Technology | 14.22 | 3.42 |
| Financial Services | 22.62 | 30.1 |
| Healthcare | 11.27 | 8.04 |
| Consumer Defensive | 6.83 | 6.43 |
| Basic Materials | 8.94 | 7.64 |
| Real Estate | 1.51 | - |
| Communication Services | 3.27 | 12.32 |
| Utilities | 2.68 | 2.49 |
Top Comparisons
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns13.68%
DSP Bond Fund - Growth
3Y Returns6.52%
HDFC Low Duration Fund - Growth
3Y Returns6.51%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns6.76%
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns10.84%
Nippon India Asset Allocator FoF - Regular Plan - Growth Option
3Y Returns16.83%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns14.3%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns10.37%
