ITI Focused Equity Fund Regular vs Tata Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon ITI Focused Equity Fund Regular - Growth

Invest Now

tortoise-icon Tata Focused Equity Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Month -2.81% -3.29%
6 Month 13.53% 14.41%
1 Year 36.57% 32.57%
3 Year - 14.81%
5 Year - -

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 23.92% 20.04%
3 Year - 22.77%
5 Year - -

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 44.65% 23.17%
3 Year - 19.75%
5 Year - -

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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 -

Top Comparisons

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns6.18%

VS

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns5.05%

Compare Now

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns16.19%

VS

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns9.58%

Compare Now

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns6.45%

VS

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns5.43%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns16.56%

VS

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

3Y Returns10.71%

Compare Now
Request call back
Add to Cart Successfully