ITI Focused Equity Fund Regular vs HSBC Focused Fund compare
ITI Focused Equity Fund Regular - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹521 Cr | ₹1656 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Jun 2023 | 22 Jul 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 95% |
| Expense Ratio | 2.34 | 2.09 |
| Manager | Rohan Korde | Cheenu Gupta |
| ISIN Code | INF00XX01CV2 | INF336L01PE6 |
| 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 | HSBC Focused Fund - Regular Plan - 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 | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.79% | 1.8% |
| 6 Month | 10.17% | 11.05% |
| 1 Year | 5.57% | 1.77% |
| 3 Year | - | 16.1% |
| 5 Year | - | 19.65% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.79% | 0.91% |
| 1 Year | 10.37% | 9.19% |
| 3 Year | - | 13.34% |
| 5 Year | - | 14.07% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.7% | 16.69% |
| 3 Year | - | 17.82% |
| 5 Year | - | 19.88% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.21% |
| Sharp | - | 0.67% |
| Beta | - | 0.99% |
| Alpha | - | 0.20% |
Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Name | Rohan Korde | Cheenu Gupta |
| Total AUM | ₹4626 Cr | ₹0 Cr |
| Funds Managed | 10 | 9 |
| ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 6.33 | 11.63 |
| Large Cap | 47.52 | 45.82 |
| Small Cap | 25.76 | 17.03 |
| Mid Cap | 20.39 | 25.52 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 4.03 | 3.13 |
| Energy | 4.46 | 2.89 |
| Industrials | 10.51 | 18.17 |
| Financial Services | 24.52 | 34.76 |
| Healthcare | 11.33 | 9.43 |
| Technology | 10.75 | 7.77 |
| Consumer Defensive | 6.22 | 5.21 |
| Utilities | 5.14 | - |
| Basic Materials | 9.36 | 2.56 |
| Real Estate | 3.19 | - |
| Consumer Cyclical | 6.4 | 16.08 |
| Communication Services | 4.09 | - |
Top Comparisons
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns14.28%
Nippon India Multi Asset Omni FOF - Regular Plan - Growth
3Y Returns20.35%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns25.2%
Axis Small Cap Fund Regular Growth
3Y Returns19.44%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.17%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.99%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns17.36%
Sundaram Services Fund Regular Plan - Growth
3Y Returns18.06%