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)	₹560 Cr	₹8062 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	-0.25%	1.5%
6 Month	5.16%	6.4%
1 Year	2.09%	6.31%
3 Year	-	15.43%
5 Year	-	16.53%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	3%	5.39%
1 Year	17.06%	18.51%
3 Year	-	16.64%
5 Year	-	15.54%

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%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	-	12.25%
Sharp	-	0.82%
Beta	-	0.91%
Alpha	-	0.37%

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	9.36	2.57
Large Cap	46.12	82.97
Small Cap	25.71	2.05
Mid Cap	18.81	11.68

Scheme Name	ITI Focused Equity Fund Regular - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	5.31	2.57
Energy	4.89	-
Industrials	11.59	-
Financial Services	26.22	-
Healthcare	10.52	-
Technology	8.3	-
Consumer Defensive	5.75	-
Utilities	4.73	-
Basic Materials	9.22	-
Real Estate	2.98	-
Consumer Cyclical	6.2	-
Communication Services	4.28	-
Petroleum Products	-	6.1
IT - Software	-	13.41
Construction	-	4.34
Non - Ferrous Metals	-	3.31
Banks	-	20.5
Pharmaceuticals & Biotechnology	-	2.43
Automobiles	-	5.64
Insurance	-	3.48
Consumer Durables	-	6.06
Agricultural Food & other Products	-	1.82
Realty	-	2.85
Finance	-	5.83
Telecom - Services	-	4.4
Cement & Cement Products	-	1.91
Power	-	3.01
Transport Infrastructure	-	2.92
Retailing	-	6.07
Beverages	-	2.62