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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 ₹12303 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 3.81% 4.02%
6 Month 9.4% 8.35%
1 Year 6.9% 5.49%
3 Year - 16.65%
5 Year - 24.27%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
6 Month 2.57% 2.54%
1 Year 14.51% 12.86%
3 Year - 15.13%
5 Year - 16.45%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
1 Year 11.7% 12%
3 Year - 15.65%
5 Year - 17.65%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth Franklin India Focused Equity Fund - Growth Plan
Standard Deviation - 11.81%
Sharp - 0.86%
Beta - 0.86%
Alpha - 1.17%

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 6.33 3.86
Large Cap 47.52 79.37
Small Cap 25.76 5.52
Mid Cap 20.39 11.26

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Franklin India Focused Equity Fund - Growth Plan

Others 4.03 3.86
Energy 4.46 5.32
Industrials 10.51 10.61
Financial Services 24.52 34.22
Healthcare 11.33 8.42
Technology 10.75 6.1
Consumer Defensive 6.22 4.23
Utilities 5.14 -
Basic Materials 9.36 4.57
Real Estate 3.19 3.37
Consumer Cyclical 6.4 13.33
Communication Services 4.09 5.95

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