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

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ITI Focused Equity Fund Regular - Growth

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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

Scheme Name	ITI Focused Equity Fund Regular - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	3.49%	1.4%
6 Month	6.09%	5.59%
1 Year	4.73%	6.31%
3 Year	-	19.34%
5 Year	-	20.57%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	12.38%	9.48%
1 Year	17.14%	13.22%
3 Year	-	18.38%
5 Year	-	17.01%

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%

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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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

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

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