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) | ₹560 Cr | ₹1723 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 | -1.28% | 0.66% |
| 6 Month | 3.38% | 4.33% |
| 1 Year | 2.62% | -1.83% |
| 3 Year | - | 16.3% |
| 5 Year | - | 15.73% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.27% | 1.91% |
| 1 Year | 14.96% | 15.01% |
| 3 Year | - | 14.14% |
| 5 Year | - | 14.38% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.7% | 15.34% |
| 3 Year | - | 17.56% |
| 5 Year | - | 19.61% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.19% |
| Sharp | - | 0.64% |
| Beta | - | 0.99% |
| Alpha | - | 0.55% |
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 | 10.41 | 17.22 |
| Large Cap | 47.66 | 43.83 |
| Small Cap | 24.24 | 14.28 |
| Mid Cap | 17.7 | 24.67 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 5.98 | 6.89 |
| Energy | 5.48 | 2.82 |
| Industrials | 11.2 | 15.68 |
| Financial Services | 27.49 | 34.98 |
| Healthcare | 9.28 | 9.52 |
| Technology | 8.39 | 8.75 |
| Consumer Defensive | 5.53 | 4.9 |
| Utilities | 3.93 | - |
| Basic Materials | 9.42 | 2.2 |
| Real Estate | 2.63 | - |
| Consumer Cyclical | 6.41 | 14.26 |
| Communication Services | 4.26 | - |
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