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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) ₹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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