ITI Focused Equity Fund Regular vs HDFC Focused 30 Fund compare

ITI Focused Equity Fund Regular vs HDFC Focused 30 Fund compare

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ITI Focused Equity Fund Regular - Growth

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HDFC Focused 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	HDFC Focused Fund - GROWTH PLAN
Fund	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹573 Cr	₹26537 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	19 Jun 2023	17 Sep 2004
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	24.96%
Expense Ratio	2.34	1.67
Manager	Rohan Korde	Dhruv Muchhal
ISIN Code	INF00XX01CV2	INF179K01574
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	HDFC Focused 30 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	HDFC Focused Fund - GROWTH PLAN
1 Month	-2.75%	-1.79%
6 Month	1.39%	1.86%
1 Year	14.13%	13.9%
3 Year	-	21.25%
5 Year	-	23.56%

SIP Return Analysis

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
6 Month	-1.74%	-2.33%
1 Year	4.91%	2.87%
3 Year	-	15.02%
5 Year	-	18.98%

Rolling Lumpsum Returns

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
1 Year	9.32%	14.76%
3 Year	-	13.4%
5 Year	-	12.4%

Risk Management

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
Standard Deviation	-	11.38%
Sharp	-	1.48%
Beta	-	0.71%
Alpha	-	6.46%

Fund Managers

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
Name	Rohan Korde	Dhruv Muchhal
Total AUM	₹4626 Cr	₹520687 Cr
Funds Managed	10	40
	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN

Market Cap

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
Others	10.41	15.31
Large Cap	47.66	69.43
Small Cap	24.24	11.58
Mid Cap	17.7	3.68

Sector Allocation

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
Others	5.98	13.56
Energy	5.48	-
Industrials	11.2	5.25
Financial Services	27.49	40.71
Healthcare	9.28	6.49
Technology	8.39	4.56
Consumer Defensive	5.53	-
Utilities	3.93	2.69
Basic Materials	9.42	2.17
Real Estate	2.63	1.75
Consumer Cyclical	6.41	20.44
Communication Services	4.26	2.38

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