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) | ₹567 Cr | ₹12815 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 | 0.19% | -1.51% |
| 6 Month | 2.63% | 1.51% |
| 1 Year | 6.66% | 4.79% |
| 3 Year | - | 15.96% |
| 5 Year | - | 19.22% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Franklin India Focused Equity Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.68% | 1.09% |
| 1 Year | 17.64% | 10.58% |
| 3 Year | - | 12.91% |
| 5 Year | - | 14.87% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Franklin India Focused Equity Fund - Growth Plan |
|---|---|---|
| 1 Year | 11.7% | 11.62% |
| 3 Year | - | 15.71% |
| 5 Year | - | 17.91% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Franklin India Focused Equity Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 11.76% |
| Sharp | - | 0.72% |
| Beta | - | 0.85% |
| Alpha | - | 1.12% |
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 | 10.41 | 3.28 |
| Large Cap | 47.66 | 79.41 |
| Small Cap | 24.24 | 6.14 |
| Mid Cap | 17.7 | 11.16 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Franklin India Focused Equity Fund - Growth Plan |
|---|---|---|
| Others | 5.98 | 3.28 |
| Energy | 5.48 | 5.87 |
| Industrials | 11.2 | 10.36 |
| Financial Services | 27.49 | 34.44 |
| Healthcare | 9.28 | 8.76 |
| Technology | 8.39 | 6.37 |
| Consumer Defensive | 5.53 | 2.74 |
| Utilities | 3.93 | - |
| Basic Materials | 9.42 | 5.43 |
| Real Estate | 2.63 | 3.23 |
| Consumer Cyclical | 6.41 | 13.13 |
| Communication Services | 4.26 | 6.4 |
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