ITI Focused Equity Fund Regular vs 360 ONE Focused Equity Fund Regular compare
ITI Focused Equity Fund Regular - Growth
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | 360 ONE Focused Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹560 Cr | ₹7364 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Jun 2023 | 24 Oct 2014 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.34 | 1.78 |
| Manager | Rohan Korde | Mayur Patel |
| ISIN Code | INF00XX01CV2 | INF579M01878 |
| 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 | 360 ONE Focused Equity Fund - 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 | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Month | -1.28% | -1.48% |
| 6 Month | 3.38% | 1.89% |
| 1 Year | 2.62% | 0.6% |
| 3 Year | - | 14.88% |
| 5 Year | - | 16.16% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 1.27% | 0.84% |
| 1 Year | 14.96% | 9.58% |
| 3 Year | - | 11.6% |
| 5 Year | - | 13.54% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 11.7% | 13.35% |
| 3 Year | - | 16.35% |
| 5 Year | - | 18.13% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | - | 12.00% |
| Sharp | - | 0.69% |
| Beta | - | 0.87% |
| Alpha | - | 0.72% |
Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Name | Rohan Korde | Mayur Patel |
| Total AUM | ₹4626 Cr | ₹6984 Cr |
| Funds Managed | 10 | 3 |
| ITI Focused Equity Fund Regular - Growth | 360 ONE Focused Fund Regular-Growth |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 10.41 | 14.01 |
| Large Cap | 47.66 | 68.08 |
| Small Cap | 24.24 | 8.61 |
| Mid Cap | 17.7 | 9.3 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 5.98 | 2.31 |
| Energy | 5.48 | 2 |
| Industrials | 11.2 | 21.23 |
| Financial Services | 27.49 | 36.2 |
| Healthcare | 9.28 | 2.14 |
| Technology | 8.39 | 6.74 |
| Consumer Defensive | 5.53 | - |
| Utilities | 3.93 | - |
| Basic Materials | 9.42 | 3.83 |
| Real Estate | 2.63 | - |
| Consumer Cyclical | 6.41 | 13.86 |
| Communication Services | 4.26 | 11.69 |
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