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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) | ₹521 Cr | ₹7620 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 | 1.89% | 1.1% |
| 6 Month | 12.38% | 10.29% |
| 1 Year | 1.11% | -0.07% |
| 3 Year | - | 17% |
| 5 Year | - | 18.87% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 3.64% | 1.11% |
| 1 Year | 16.29% | 9.72% |
| 3 Year | - | 14.61% |
| 5 Year | - | 14.3% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 11.7% | 12.49% |
| 3 Year | - | 12.57% |
| 5 Year | - | 13.8% |
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 | - | 0.09% |
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 | 6.8 | 13.02 |
| Large Cap | 47.13 | 77.12 |
| Small Cap | 27.12 | 2.01 |
| Mid Cap | 18.95 | 7.84 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 4.47 | 4.55 |
| Energy | 4.51 | 5.89 |
| Industrials | 10.63 | 6.24 |
| Consumer Cyclical | 6.17 | 18.71 |
| Financial Services | 24.27 | 28.37 |
| Healthcare | 11.04 | 2.42 |
| Technology | 11.38 | 14.04 |
| Consumer Defensive | 5.96 | 4.3 |
| Utilities | 5.08 | 3.1 |
| Basic Materials | 9.37 | 5.04 |
| Real Estate | 2.99 | 2.7 |
| Communication Services | 4.14 | 4.63 |
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