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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 ₹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 -

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