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ITI Focused Equity Fund Regular vs Franklin India Focused Equity Fund compare

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tortoise-icon ITI Focused Equity Fund Regular - Growth

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tortoise-icon Franklin India Focused Equity Fund - Growth Plan

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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 Franklin India Focused Equity Fund - Growth Plan
Fund ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹521 Cr ₹12263 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Jun 2023 26 Jul 2007
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 24.24%
Expense Ratio 2.34 1.78
Manager Rohan Korde Sandeep Manam
ISIN Code INF00XX01CV2 INF090I01981
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 Franklin India Focused Equity Fund - 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 Franklin India Focused Equity Fund - Growth Plan
1 Month 1.94% 2.1%
6 Month 17.45% 16.04%
1 Year 0.35% -1.89%
3 Year - 16.52%
5 Year - 24.28%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
6 Month 3.3% 4.29%
1 Year 11.18% 11.55%
3 Year - 15.42%
5 Year - 16.85%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
1 Year 21.17% 12.17%
3 Year - 15.53%
5 Year - 17.45%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
Standard Deviation - 11.81%
Sharp - 0.83%
Beta - 0.85%
Alpha - 2.01%

Fund Managers

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
Name Rohan Korde Sandeep Manam
Total AUM ₹4626 Cr ₹74256 Cr
Funds Managed 10 20
ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan

Market Cap

Scheme Name

ITI Focused Equity Fund Regular - Growth

Franklin India Focused Equity Fund - Growth Plan

Others 5.18 4.76
Large Cap 46.83 78.39
Small Cap 31.93 5.6
Mid Cap 16.06 11.24

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Franklin India Focused Equity Fund - Growth Plan

Others 3 4.76
Energy 4.57 5.37
Industrials 9.6 9.72
Consumer Cyclical 6.3 13.15
Financial Services 24.57 35
Healthcare 11.77 8.78
Technology 13.29 5.13
Consumer Defensive 5.48 4.3
Utilities 5.08 -
Basic Materials 9.04 4.32
Real Estate 3.19 3.47
Communication Services 4.1 6.01

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