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ITI Focused Equity Fund Regular vs Kotak Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
Kotak Focused Fund- Regular plan _ Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹560 Cr | ₹3942 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 Jun 2023 | 16 Jul 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 21.79% |
| Expense Ratio | 2.34 | 1.9 |
| Manager | Rohan Korde | Arjun Khanna |
| ISIN Code | INF00XX01CV2 | INF174KA1EK3 |
| 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 | Kotak Focused Equity 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 | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Month | -0.81% | 0.03% |
| 6 Month | 3.44% | 7.85% |
| 1 Year | 2.31% | 7.12% |
| 3 Year | - | 15.87% |
| 5 Year | - | 17.23% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 6 Month | 1.27% | 3.29% |
| 1 Year | 14.96% | 21.06% |
| 3 Year | - | 16.32% |
| 5 Year | - | 15.23% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Year | 11.7% | 12.62% |
| 3 Year | - | 16.98% |
| 5 Year | - | 19.81% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Standard Deviation | - | 12.07% |
| Sharp | - | 0.76% |
| Beta | - | 0.90% |
| Alpha | - | 1.37% |
Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Name | Rohan Korde | Arjun Khanna |
| Total AUM | ₹4626 Cr | ₹169639 Cr |
| Funds Managed | 10 | 24 |
| ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 9.36 | 8.05 |
| Large Cap | 46.12 | 71.07 |
| Small Cap | 25.71 | 1.52 |
| Mid Cap | 18.81 | 19.36 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 5.31 | 3.84 |
| Energy | 4.89 | 3.68 |
| Industrials | 11.59 | 20.66 |
| Financial Services | 26.22 | 27.12 |
| Healthcare | 10.52 | 5.52 |
| Technology | 8.3 | 9.23 |
| Consumer Defensive | 5.75 | 2.01 |
| Utilities | 4.73 | 3.11 |
| Basic Materials | 9.22 | 2.87 |
| Real Estate | 2.98 | - |
| Consumer Cyclical | 6.2 | 16.21 |
| Communication Services | 4.28 | 5.73 |
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