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)	₹511 Cr	₹19578 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

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
1 Month	4.98%	2.45%
6 Month	3.77%	5.66%
1 Year	6.26%	10.29%
3 Year	-	27.48%
5 Year	-	29.13%

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
6 Month	12.95%	8.72%
1 Year	16.41%	15.72%
3 Year	-	24.27%
5 Year	-	25.54%

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
1 Year	32.04%	15.65%
3 Year	-	12.76%
5 Year	-	12.06%

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
Standard Deviation	-	11.27%
Sharp	-	1.47%
Beta	-	0.76%
Alpha	-	7.99%

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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

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
Others	3.85	16.5
Large Cap	50.45	66.47
Small Cap	29.43	13.66
Mid Cap	16.28	3.37

Scheme Name	ITI Focused Equity Fund Regular - Growth	HDFC Focused Fund - GROWTH PLAN
Others	3.85	13.69
Energy	5.37	-
Industrials	11.75	3.31
Consumer Cyclical	5.64	22.39
Financial Services	23.57	40.24
Healthcare	11.17	7.73
Technology	12.18	3.86
Consumer Defensive	6.69	-
Basic Materials	10.4	3.13
Real Estate	2.73	2.81
Communication Services	3.53	2.84
Utilities	3.11	-