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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
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹483 Cr | ₹1739 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 | 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 | Tata 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 | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -4.99% | -2.27% |
| 6 Month | -11.81% | -11.02% |
| 1 Year | 5.88% | 4.1% |
| 3 Year | - | 13.38% |
| 5 Year | - | 16.12% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -10.42% | -10.84% |
| 3 Year | - | 12.55% |
| 5 Year | - | 16.09% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 42.34% | 22.62% |
| 3 Year | - | 19.32% |
| 5 Year | - | 18.37% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 14.255% |
| Sharp | - | 0.518% |
| Beta | - | 0.995% |
| Alpha | - | -0.625% |
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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 | 4.844033766518 | 2.62 |
| Large Cap | 51.63 | 56.27 |
| Small Cap | 25.09 | 25.04 |
| Mid Cap | 18.45 | 16.07 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.844033766518 | 2.62 |
| Petroleum Products | 4.56 | 3.62 |
| Electrical Equipment | 3.35 | - |
| Auto Components | 4.96 | 5.32 |
| Construction | 6.32 | 10.06 |
| Banks | 13.05 | 22.3 |
| Pharmaceuticals & Biotechnology | 7.57 | 5.39 |
| Healthcare Services | 2.86 | 1.99 |
| Industrial Manufacturing | 5.68 | - |
| Finance | 2.95 | 2.1 |
| Non - Ferrous Metals | 2.67 | - |
| Diversified FMCG | 3.9 | - |
| Agricultural Food & other Products | 2.13 | - |
| Industrial Products | 5.26 | - |
| Chemicals & Petrochemicals | 2.5 | - |
| Telecom - Services | 3 | - |
| IT - Software | 6.45 | 8.45 |
| Cement & Cement Products | 2.63 | 2.15 |
| Power | 2.38 | 6.08 |
| Transport Services | 2.61 | - |
| Capital Markets | 5.19 | - |
| Insurance | 2.88 | 1.94 |
| Realty | 2.27 | 2.3 |
| Entertainment | - | 2.22 |
| Agricultural, Commercial & Construction Vehicles | - | 3.01 |
| Consumer Durables | - | 5.43 |
| Retailing | - | 8.36 |
| Commercial Services & Supplies | - | 3.97 |
| Leisure Services | - | 2.69 |
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