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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) ₹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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