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) | ₹521 Cr | ₹12263 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 | 1.94% | 2.1% |
6 Month | 17.45% | 16.04% |
1 Year | 0.35% | -1.89% |
3 Year | - | 16.52% |
5 Year | - | 24.28% |
SIP Return Analysis
Scheme Name | ITI Focused Equity Fund Regular - Growth | Franklin India Focused Equity Fund - Growth Plan |
---|---|---|
6 Month | 3.3% | 4.29% |
1 Year | 11.18% | 11.55% |
3 Year | - | 15.42% |
5 Year | - | 16.85% |
Rolling Lumpsum Returns
Scheme Name | ITI Focused Equity Fund Regular - Growth | Franklin India Focused Equity Fund - Growth Plan |
---|---|---|
1 Year | 21.17% | 12.17% |
3 Year | - | 15.53% |
5 Year | - | 17.45% |
Risk Management
Scheme Name | ITI Focused Equity Fund Regular - Growth | Franklin India Focused Equity Fund - Growth Plan |
---|---|---|
Standard Deviation | - | 11.81% |
Sharp | - | 0.83% |
Beta | - | 0.85% |
Alpha | - | 2.01% |
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 | 5.18 | 4.76 |
Large Cap | 46.83 | 78.39 |
Small Cap | 31.93 | 5.6 |
Mid Cap | 16.06 | 11.24 |
Sector Allocation
Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Franklin India Focused Equity Fund - Growth Plan |
---|---|---|
Others | 3 | 4.76 |
Energy | 4.57 | 5.37 |
Industrials | 9.6 | 9.72 |
Consumer Cyclical | 6.3 | 13.15 |
Financial Services | 24.57 | 35 |
Healthcare | 11.77 | 8.78 |
Technology | 13.29 | 5.13 |
Consumer Defensive | 5.48 | 4.3 |
Utilities | 5.08 | - |
Basic Materials | 9.04 | 4.32 |
Real Estate | 3.19 | 3.47 |
Communication Services | 4.1 | 6.01 |
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