ITI Focused Equity Fund Regular vs HSBC Focused Fund compare

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ITI Focused Equity Fund Regular - Growth

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HSBC Focused Fund - Regular Growth

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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	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)	₹538 Cr	₹1721 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

Scheme Name	ITI Focused Equity Fund Regular - Growth	HSBC Focused Fund - Regular Growth
1 Month	-2.18%	0.19%
6 Month	9.5%	7.37%
1 Year	1.27%	1.66%
3 Year	-	17.3%
5 Year	-	20.34%

Scheme Name	ITI Focused Equity Fund Regular - Growth	HSBC Focused Fund - Regular Growth
6 Month	7.41%	7.34%
1 Year	10.64%	6.68%
3 Year	-	16.38%
5 Year	-	16.34%

Scheme Name	ITI Focused Equity Fund Regular - Growth	HSBC Focused Fund - Regular Growth
1 Year	21.17%	17.78%
3 Year	-	18.03%
5 Year	-	20.39%

Scheme Name	ITI Focused Equity Fund Regular - Growth	HSBC Focused Fund - Regular Growth
Standard Deviation	-	15.56%
Sharp	-	0.93%
Beta	-	1.03%
Alpha	-	-0.12%

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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

Scheme Name	ITI Focused Equity Fund Regular - Growth	HSBC Focused Fund - Regular Growth
Others	5.26	13.64
Large Cap	48.96	41.41
Small Cap	29.59	20.21
Mid Cap	16.19	24.74

Scheme Name	ITI Focused Equity Fund Regular - Growth	HSBC Focused Fund - Regular Growth
Others	3.81	8.51
Energy	5.24	2.84
Industrials	9.67	13.87
Consumer Cyclical	5.4	13.01
Financial Services	24.31	37.09
Healthcare	11.67	9.76
Technology	12.54	7.62
Consumer Defensive	6.32	2.67
Utilities	4.58	-
Basic Materials	10.23	4.63
Real Estate	2.62	-
Communication Services	3.63	-