ITI Focused Equity Fund Regular vs Franklin India Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
Franklin India Focused Equity Fund - Growth Plan
Chart Comparison
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 | 5.06% | 1.65% |
6 Month | -1.98% | -2.82% |
1 Year | 5.72% | 2.68% |
3 Year | - | 20.83% |
5 Year | - | 24.68% |
SIP Return Analysis
Scheme Name | ITI Focused Equity Fund Regular - Growth | Franklin India Focused Equity Fund - Growth Plan |
---|---|---|
6 Month | 9.63% | 6.46% |
1 Year | 9.17% | 3.55% |
3 Year | - | 15.93% |
5 Year | - | 18.13% |
Rolling Lumpsum Returns
Scheme Name | ITI Focused Equity Fund Regular - Growth | Franklin India Focused Equity Fund - Growth Plan |
---|---|---|
1 Year | 32.04% | 12.44% |
3 Year | - | 15.33% |
5 Year | - | 17.24% |
Risk Management
Scheme Name | ITI Focused Equity Fund Regular - Growth | Franklin India Focused Equity Fund - Growth Plan |
---|---|---|
Standard Deviation | - | 11.81% |
Sharp | - | 0.95% |
Beta | - | 0.88% |
Alpha | - | 1.7% |
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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 | 5.86 |
Large Cap | 53.72 | 79.22 |
Small Cap | 27.54 | 4.74 |
Mid Cap | 14.55 | 10.19 |
Sector Allocation
Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Franklin India Focused Equity Fund - Growth Plan |
---|---|---|
Others | 4.19 | 5.86 |
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 | - | 5.4 |
IT - Software | - | 6.3 |
Personal Products | - | 1.34 |
Diversified FMCG | - | 2.79 |
Banks | - | 30.95 |
Pharmaceuticals & Biotechnology | - | 9.43 |
Ferrous Metals | - | 2.93 |
Transport Services | - | 3.69 |
Chemicals & Petrochemicals | - | 1.24 |
Industrial Products | - | 3.29 |
Consumer Durables | - | 0.49 |
Telecom - Services | - | 6.08 |
Financial Technology (Fintech) | - | 2.44 |
Automobiles | - | 3.58 |
Realty | - | 2.97 |
Retailing | - | 5.54 |
Auto Components | - | 0.22 |
Insurance | - | 2.8 |
Leisure Services | - | 2.67 |
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