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) | ₹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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