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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | 4.98% | 3.2% |
6 Month | 3.77% | 4.2% |
1 Year | 6.26% | 7.74% |
3 Year | - | 20.47% |
5 Year | - | 21.12% |
SIP Return Analysis
Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 12.95% | 10.11% |
1 Year | 16.41% | 14.01% |
3 Year | - | 19.59% |
5 Year | - | 17.71% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | ITI Focused Equity Fund Regular - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | - | 12.25% |
Sharp | - | 0.83% |
Beta | - | 0.9% |
Alpha | - | -0.11% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.85 | 11.8 |
Large Cap | 50.45 | 77.93 |
Small Cap | 29.43 | 1.88 |
Mid Cap | 16.28 | 8.39 |
Sector Allocation
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 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns7.62%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.62%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns26.13%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns23.82%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns15.05%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns18.2%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns15.81%