Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Focused Equity Fund Regular vs DSP Focus Fund compare

Link copied to clipboard!

tortoise-icon ITI Focused Equity Fund Regular - Growth

Invest Now

tortoise-icon DSP Focused Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Focused Equity Fund Regular - Growth DSP Focused Fund - Regular Plan - Growth
Fund ITI Focused Equity Fund Regular - Growth DSP Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹560 Cr ₹2707 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 19 Jun 2023 10 Jun 2010
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 31%
Expense Ratio 2.34 2.04
Manager Rohan Korde Vinit Sambre
ISIN Code INF00XX01CV2 INF740K01532
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 DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth DSP Focused Fund - Regular Plan - Growth
1 Month -1.28% -0.02%
6 Month 3.38% 3.44%
1 Year 2.62% 4.54%
3 Year - 18.62%
5 Year - 15.29%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth DSP Focused Fund - Regular Plan - Growth
6 Month 1.27% 3.91%
1 Year 14.96% 15.66%
3 Year - 16.71%
5 Year - 15.54%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth DSP Focused Fund - Regular Plan - Growth
1 Year 11.7% 9.63%
3 Year - 13.75%
5 Year - 13.13%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth DSP Focused Fund - Regular Plan - Growth
Standard Deviation - 14.04%
Sharp - 0.89%
Beta - 0.94%
Alpha - 2.58%

Fund Managers

Scheme Name ITI Focused Equity Fund Regular - Growth DSP Focused Fund - Regular Plan - Growth
Name Rohan Korde Vinit Sambre
Total AUM ₹4626 Cr ₹31142 Cr
Funds Managed 10 3
ITI Focused Equity Fund Regular - Growth DSP Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI Focused Equity Fund Regular - Growth

DSP Focused Fund - Regular Plan - Growth

Others 10.41 18.45
Large Cap 47.66 52.73
Small Cap 24.24 16.08
Mid Cap 17.7 12.74

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

DSP Focused Fund - Regular Plan - Growth

Others 5.98 7.36
Energy 5.48 3.82
Industrials 11.2 5.69
Financial Services 27.49 40.48
Healthcare 9.28 7.58
Technology 8.39 11.76
Consumer Defensive 5.53 2.48
Utilities 3.93 1.8
Basic Materials 9.42 5.49
Real Estate 2.63 3.59
Consumer Cyclical 6.41 5.64
Communication Services 4.26 4.32

Top Comparisons

HSBC Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

3Y Returns0%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns14.38%

Compare Now

Kotak Multi Asset Omni FOF - Growth Kotak Multi Asset Omni FOF - Growth

3Y Returns18.58%

VS

Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- A- Regular Growth

3Y Returns17.28%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.15%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns7.3%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.9%

VS

360 ONE Liquid Fund Regular-Growth 360 ONE Liquid Fund Regular-Growth

3Y Returns6.8%

Compare Now
Add to Cart Successfully