ITI Focused Equity Fund Regular vs Canara Robeco Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹567 Cr | ₹2890 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Jun 2023 | 17 May 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | % | 37% |
| Expense Ratio | 2.34 | 1.96 |
| Manager | Rohan Korde | Shridatta Bhandwaldar |
| ISIN Code | INF00XX01CV2 | INF760K01JT0 |
| 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 | Canara Robeco Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.32% | -0.19% |
| 6 Month | 5.42% | 3.89% |
| 1 Year | 7.55% | 6.2% |
| 3 Year | - | 18.29% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.38% | -0.05% |
| 1 Year | 13.85% | 10.23% |
| 3 Year | - | 15.38% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.7% | 13.05% |
| 3 Year | - | 17.75% |
| 5 Year | - | - |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.17% |
| Sharp | - | 0.81% |
| Beta | - | 0.89% |
| Alpha | - | 2.12% |
Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rohan Korde | Shridatta Bhandwaldar |
| Total AUM | ₹4626 Cr | ₹69491 Cr |
| Funds Managed | 10 | 12 |
| ITI Focused Equity Fund Regular - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.41 | 12.09 |
| Large Cap | 47.66 | 71.59 |
| Small Cap | 24.24 | 1.91 |
| Mid Cap | 17.7 | 14.4 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.98 | 5.19 |
| Energy | 5.48 | 5.59 |
| Industrials | 11.2 | 12.63 |
| Financial Services | 27.49 | 30.18 |
| Healthcare | 9.28 | 12.06 |
| Technology | 8.39 | 4.54 |
| Consumer Defensive | 5.53 | 2.52 |
| Utilities | 3.93 | - |
| Basic Materials | 9.42 | 2.45 |
| Real Estate | 2.63 | 1.91 |
| Consumer Cyclical | 6.41 | 17.26 |
| Communication Services | 4.26 | 5.67 |
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