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ITI Focused Equity Fund Regular vs HSBC Focused Fund compare

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tortoise-icon ITI Focused Equity Fund Regular - Growth

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tortoise-icon 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) ₹521 Cr ₹1647 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 1.94% 1.95%
6 Month 17.45% 20.36%
1 Year 0.35% -1.22%
3 Year - 16.89%
5 Year - 19.54%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth HSBC Focused Fund - Regular Growth
6 Month 3.3% 4.65%
1 Year 11.18% 10.64%
3 Year - 15.59%
5 Year - 15.39%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth HSBC Focused Fund - Regular Growth
Standard Deviation - 14.57%
Sharp - 0.62%
Beta - 1.00%
Alpha - 1.10%

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 5.18 13.32
Large Cap 46.83 41.24
Small Cap 31.93 18.77
Mid Cap 16.06 26.67

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

HSBC Focused Fund - Regular Growth

Others 3 4.82
Energy 4.57 2.86
Industrials 9.6 14.91
Consumer Cyclical 6.3 13.4
Financial Services 24.57 39.67
Healthcare 11.77 9.44
Technology 13.29 7.55
Consumer Defensive 5.48 2.99
Utilities 5.08 -
Basic Materials 9.04 4.37
Real Estate 3.19 -
Communication Services 4.1 -

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