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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 | 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 | 9.1% | 3.54% |
| 6 Month | -8.94% | -12.81% |
| 1 Year | 6.15% | 2.29% |
| 3 Year | - | 12.06% |
| 5 Year | - | 25.97% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -4.32% | -7.34% |
| 1 Year | -7.18% | -12.21% |
| 3 Year | - | 12.86% |
| 5 Year | - | 15.85% |
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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