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)	₹567 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

Scheme Name	ITI Focused Equity Fund Regular - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	1.52%	-0.14%
6 Month	2.96%	4.78%
1 Year	13.85%	12.53%
3 Year	-	17.04%
5 Year	-	14.19%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	2.86%	4.18%
1 Year	15.04%	15.46%
3 Year	-	14.88%
5 Year	-	14.46%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year	9.04%	12.24%
3 Year	-	12.73%
5 Year	-	14.01%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	-	12.25%
Sharp	-	0.91%
Beta	-	0.9%
Alpha	-	1.16%

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	6	14.12
Large Cap	55.15	76.43
Small Cap	18.84	1.54
Mid Cap	20.01	7.91

Scheme Name	ITI Focused Equity Fund Regular - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	6	3.88
Petroleum Products	5.48	-
Construction	3.56	-
Banks	19.05	-
Pharmaceuticals & Biotechnology	5.63	-
Healthcare Services	3.65	-
Aerospace & Defense	1.1	-
Industrial Products	9.15	-
Diversified FMCG	2.61	-
Agricultural Food & other Products	2.91	-
Electrical Equipment	1.4	-
Diversified Metals	3.75	-
Realty	2.63	-
IT - Software	3.02	-
Auto Components	3.34	-
Chemicals & Petrochemicals	3.08	-
Telecom - Services	4.26	-
Cement & Cement Products	2.59	-
Power	2.53	-
Automobiles	3.07	-
Finance	3.03	-
Capital Markets	5.4	-
Consumer Durables	2.76	-
Energy	-	6.31
Technology	-	14.14
Industrials	-	9.04
Basic Materials	-	4.39
Financial Services	-	29.85
Healthcare	-	2.58
Consumer Cyclical	-	15.22
Consumer Defensive	-	4.41
Real Estate	-	2.89
Communication Services	-	4.42
Utilities	-	2.87