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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) | ₹560 Cr | ₹8211 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 | -0.81% | 1.23% |
| 6 Month | 3.44% | 5.35% |
| 1 Year | 2.31% | 5.94% |
| 3 Year | - | 16.13% |
| 5 Year | - | 16.22% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 1.27% | 4.83% |
| 1 Year | 14.96% | 18.68% |
| 3 Year | - | 16.11% |
| 5 Year | - | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 11.7% | 12.33% |
| 3 Year | - | 12.7% |
| 5 Year | - | 13.94% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | - | 12.26% |
| Sharp | - | 0.72% |
| Beta | - | 0.91% |
| Alpha | - | 0.98% |
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 | 9.36 | 12.98 |
| Large Cap | 46.12 | 77.12 |
| Small Cap | 25.71 | 2.05 |
| Mid Cap | 18.81 | 7.85 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 5.31 | 3.31 |
| Energy | 4.89 | 6.1 |
| Industrials | 11.59 | 8.78 |
| Financial Services | 26.22 | 29.8 |
| Healthcare | 10.52 | 2.43 |
| Technology | 8.3 | 13.41 |
| Consumer Defensive | 5.75 | 4.44 |
| Utilities | 4.73 | 3.01 |
| Basic Materials | 9.22 | 5.22 |
| Real Estate | 2.98 | 2.85 |
| Consumer Cyclical | 6.2 | 16.24 |
| Communication Services | 4.28 | 4.4 |
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