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ITI Focused Equity Fund Regular vs Tata Focused Equity Fund compare

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tortoise-icon ITI Focused Equity Fund Regular - Growth

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

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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 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) ₹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 2.9% 3.19%
6 Month -2.29% -6.3%
1 Year 7.94% 5.82%
3 Year - 14.33%
5 Year - 23.47%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month 1.31% -0.75%
1 Year -3.06% -7.56%
3 Year - 14.09%
5 Year - 16.16%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 40.38% 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
Funds Managed 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 4.19 4.77
Large Cap 53.72 58.06
Small Cap 27.54 20.69
Mid Cap 14.55 16.49

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 4.19 4.77
Energy 4.86 4.04
Industrials 14.55 13.18
Consumer Cyclical 5.05 16.91
Technology 14.22 12.7
Financial Services 22.62 28.27
Healthcare 11.27 7.4
Consumer Defensive 6.83 -
Basic Materials 8.94 2.32
Real Estate 1.51 2.06
Communication Services 3.27 1.99
Utilities 2.68 6.35

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