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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) ₹483 Cr ₹11553 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 1.7% 1.62%
6 Month -1.32% -
1 Year 5.8% 6.6%
3 Year - 19.65%
5 Year - 27.6%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
6 Month 4.95% 5.18%
1 Year 3.02% 3.27%
3 Year - 17.17%
5 Year - 19.02%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
1 Year 40.38% 12.63%
3 Year - 15.24%
5 Year - 17.1%

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 - 0.87%
Alpha - 2.78%

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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 4.19 5.19
Large Cap 53.72 79.7
Small Cap 27.54 4.4
Mid Cap 14.55 10.73

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Franklin India Focused Equity Fund - Growth Plan

Others 4.19 5.19
Energy 4.86 -
Industrials 14.55 -
Consumer Cyclical 5.05 -
Technology 14.22 -
Financial Services 22.62 -
Healthcare 11.27 -
Consumer Defensive 6.83 -
Basic Materials 8.94 -
Real Estate 1.51 -
Communication Services 3.27 -
Utilities 2.68 -
Petroleum Products - 5.15
IT - Software - 6.91
Cement & Cement Products - 0.8
Personal Products - 1.47
Diversified FMCG - 2.68
Banks - 30.41
Pharmaceuticals & Biotechnology - 9.3
Ferrous Metals - 3.38
Transport Services - 3.48
Chemicals & Petrochemicals - 1.34
Industrial Products - 3.42
Consumer Durables - 0.5
Telecom - Services - 5.93
Financial Technology (Fintech) - 2.51
Automobiles - 3.54
Realty - 2.89
Retailing - 5.06
Auto Components - 0.75
Insurance - 2.71
Leisure Services - 2.6

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