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) | ₹521 Cr | ₹7280 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 | 2.79% | 2.81% |
| 6 Month | 10.17% | 6.27% |
| 1 Year | 5.57% | 1.88% |
| 3 Year | - | 15.78% |
| 5 Year | - | 20.46% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | 2.57% | 2.43% |
| 1 Year | 14.51% | 11.14% |
| 3 Year | - | 13.85% |
| 5 Year | - | 15.14% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 11.7% | 14.04% |
| 3 Year | - | 16.38% |
| 5 Year | - | 18.1% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | - | 12.14% |
| Sharp | - | 0.78% |
| Beta | - | 0.88% |
| Alpha | - | 1.18% |
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 | 6.33 | 10.67 |
| Large Cap | 47.52 | 66.9 |
| Small Cap | 25.76 | 12.72 |
| Mid Cap | 20.39 | 9.71 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 4.03 | 2.95 |
| Energy | 4.46 | 2.02 |
| Industrials | 10.51 | 18.53 |
| Financial Services | 24.52 | 33.31 |
| Healthcare | 11.33 | 4.02 |
| Technology | 10.75 | 7.17 |
| Consumer Defensive | 6.22 | - |
| Utilities | 5.14 | - |
| Basic Materials | 9.36 | 5.19 |
| Real Estate | 3.19 | - |
| Consumer Cyclical | 6.4 | 16.68 |
| Communication Services | 4.09 | 10.12 |
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