ITI Focused Equity Fund Regular vs Tata Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹445 Cr | ₹1816 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Jun 2023 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open-ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 32.33% |
| Expense Ratio | 2.34 | 2.04 |
| Manager | Rohan Korde | Kapil Malhotra |
| ISIN Code | INF00XX01CV2 | INF277K010Y2 |
| Exits Load | Exit load of 1%, if redeemed within 12 months./365 | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 |
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.62% | 2.98% |
| 6 Month | 20.53% | 18.2% |
| 1 Year | 46.66% | 40.74% |
| 3 Year | - | 19.04% |
| 5 Year | - | - |
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.83% | 14.36% |
| 3 Year | 21.23% | 35.49% |
| 5 Year | 21.23% | 64.44% |
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 24.92% | 24.31% |
| 3 Year | 24.96% | 54.89% |
| 5 Year | 24.96% | 73.86% |
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 12.55% |
| Sharp | - | 0.97% |
| Beta | - | 0.96% |
| Alpha | - | -0.29% |
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| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Name | Rohan Korde | Kapil Malhotra |
| Total AUM | ₹4626 Cr | ₹18472 Cr |
| Fund Manage | 10 | 7 |
| ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.77 | 4.67 |
| Large Cap | 54.19 | 57.48 |
| Mid Cap | 19.89 | 21.53 |
| Small Cap | 20.15 | 16.32 |
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.71 | 4.67 |
| Energy | 8.01 | 12.19 |
| Capital Goods | 18.4 | 5.91 |
| Automobile | 7.65 | 8.46 |
| Construction | 6.72 | 5.14 |
| Financial | 16.86 | 26.79 |
| Healthcare | 5.65 | 7.47 |
| Insurance | 2.69 | 2.16 |
| Metals & Mining | 8.75 | - |
| Consumer Staples | 3.09 | - |
| Chemicals | 3.28 | - |
| Communication | 2.81 | - |
| Technology | 5.01 | 9.76 |
| Materials | 2.41 | 4.98 |
| Services | 2.9 | 12.47 |
| Unclassified | 1.06 | - |
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