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ITI Focused Equity Fund Regular vs Aditya Birla Sun Life Focused Equity Fund compare

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tortoise-icon ITI Focused Equity Fund Regular - Growth

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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 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) ₹511 Cr ₹7774 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 4.98% 3.2%
6 Month 3.77% 4.2%
1 Year 6.26% 7.74%
3 Year - 20.47%
5 Year - 21.12%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month 12.95% 10.11%
1 Year 16.41% 14.01%
3 Year - 19.59%
5 Year - 17.71%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 32.04% 12.74%
3 Year - 12.42%
5 Year - 13.62%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation - 12.25%
Sharp - 0.83%
Beta - 0.9%
Alpha - -0.11%

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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 3.85 11.8
Large Cap 50.45 77.93
Small Cap 29.43 1.88
Mid Cap 16.28 8.39

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 3.85 5.6
Energy 5.37 5.78
Industrials 11.75 6.39
Consumer Cyclical 5.64 15.83
Financial Services 23.57 31.85
Healthcare 11.17 2.75
Technology 12.18 12.54
Consumer Defensive 6.69 4.55
Basic Materials 10.4 4.42
Real Estate 2.73 2.47
Communication Services 3.53 4.46
Utilities 3.11 3.36

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