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ITI Focused Equity Fund Regular vs Aditya Birla Sun Life Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹573 Cr | ₹8209 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Jun 2023 | 24 Oct 2005 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 45% |
| Expense Ratio | 2.34 | 1.82 |
| Manager | Rohan Korde | Dhaval Joshi |
| ISIN Code | INF00XX01CV2 | INF209K01462 |
| 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 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | -1.05% | -1.17% |
| 6 Month | 3.75% | 5.67% |
| 1 Year | 16.97% | 13.59% |
| 3 Year | - | 17.65% |
| 5 Year | - | 15.19% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | -1.74% | -0.09% |
| 1 Year | 4.91% | 6.73% |
| 3 Year | - | 12.77% |
| 5 Year | - | 13.47% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 9.32% | 12.24% |
| 3 Year | - | 12.74% |
| 5 Year | - | 14.02% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | - | 12.25% |
| Sharp | - | 0.91% |
| Beta | - | 0.9% |
| Alpha | - | 1.16% |
Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Name | Rohan Korde | Dhaval Joshi |
| Total AUM | ₹4626 Cr | ₹361932 Cr |
| Funds Managed | 10 | 55 |
| ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 10.41 | 14.21 |
| Large Cap | 47.66 | 76.31 |
| Small Cap | 24.24 | 1.29 |
| Mid Cap | 17.7 | 8.19 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 5.98 | 4.79 |
| Energy | 5.48 | 6.67 |
| Industrials | 11.2 | 8.94 |
| Financial Services | 27.49 | 29.48 |
| Healthcare | 9.28 | 2.43 |
| Technology | 8.39 | 13.56 |
| Consumer Defensive | 5.53 | 4.14 |
| Utilities | 3.93 | 2.89 |
| Basic Materials | 9.42 | 4.72 |
| Real Estate | 2.63 | 3.09 |
| Consumer Cyclical | 6.41 | 14.86 |
| Communication Services | 4.26 | 4.43 |
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