- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | -0.47% | 1.29% |
| 6 Month | 4.53% | 6.1% |
| 1 Year | 2.46% | 5.53% |
| 3 Year | - | 16.24% |
| 5 Year | - | 16.04% |
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 | - | 12.25% |
| Sharp | - | 0.79% |
| Beta | - | 0.91% |
| Alpha | - | 0.65% |
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 |
Top Comparisons
Templeton India Value Fund - Growth Plan
3Y Returns16.64%
ICICI Prudential Value Fund - Growth
3Y Returns20.87%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns6.5%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.18%
Kotak Large & Midcap Fund - Growth
3Y Returns18.23%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns20.18%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.6%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.38%
