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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) ₹560 Cr ₹12669 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 -0.7% -1.27%
6 Month 3.19% 2.75%
1 Year 1.58% 0.73%
3 Year - 15%
5 Year - 18.87%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
6 Month 1.27% 1.67%
1 Year 14.96% 13.37%
3 Year - 13.68%
5 Year - 15.08%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
1 Year 11.7% 11.7%
3 Year - 15.76%
5 Year - 17.88%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
Standard Deviation - 11.81%
Sharp - 0.8%
Beta - 0.85%
Alpha - 0.89%

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 9.36 4.23
Large Cap 46.12 79.95
Small Cap 25.71 5.59
Mid Cap 18.81 10.23

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Franklin India Focused Equity Fund - Growth Plan

Others 5.31 4.23
Energy 4.89 5.63
Industrials 11.59 10.54
Financial Services 26.22 33.67
Healthcare 10.52 8.42
Technology 8.3 6.28
Consumer Defensive 5.75 4.04
Utilities 4.73 -
Basic Materials 9.22 4.66
Real Estate 2.98 3.44
Consumer Cyclical 6.2 12.77
Communication Services 4.28 6.32

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