ITI Focused Equity Fund Regular vs DSP Focus Fund compare
ITI Focused Equity Fund Regular - Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
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)
3Y Returns0%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns14.38%
Kotak Multi Asset Omni FOF - Growth
3Y Returns18.58%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.28%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.15%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.3%
Sundaram Liquid Fund (G)
3Y Returns6.9%
360 ONE Liquid Fund Regular-Growth
3Y Returns6.8%