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) | ₹521 Cr | ₹2718 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 | 1.94% | 2.1% |
6 Month | 17.45% | 17.6% |
1 Year | 0.35% | 2.26% |
3 Year | - | 17.74% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | ITI Focused Equity Fund Regular - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.3% | 5.09% |
1 Year | 11.18% | 14.05% |
3 Year | - | 18.07% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | ITI Focused Equity Fund Regular - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 21.17% | 13.54% |
3 Year | - | 17.86% |
5 Year | - | - |
Risk Management
Scheme Name | ITI Focused Equity Fund Regular - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 12.31% |
Sharp | - | 0.80% |
Beta | - | 0.88% |
Alpha | - | 2.96% |
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 | 5.18 | 11.8 |
Large Cap | 46.83 | 71.33 |
Small Cap | 31.93 | 1.74 |
Mid Cap | 16.06 | 15.13 |
Sector Allocation
Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3 | 5.74 |
Energy | 4.57 | 4.75 |
Industrials | 9.6 | 12.51 |
Consumer Cyclical | 6.3 | 17.85 |
Financial Services | 24.57 | 26.51 |
Healthcare | 11.77 | 13.64 |
Technology | 13.29 | 5.57 |
Consumer Defensive | 5.48 | 5.16 |
Utilities | 5.08 | - |
Basic Materials | 9.04 | 4.48 |
Real Estate | 3.19 | - |
Communication Services | 4.1 | 3.8 |
Top Comparisons
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.99%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.42%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns19.41%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns26.16%
Axis Quant Fund - Regular Plan - Growth
3Y Returns12.09%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.12%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.41%