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ITI Focused Equity Fund Regular vs Kotak Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
Kotak Focused Equity Fund- Regular plan _ Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | Kotak Focused Equity Fund- Regular plan _ Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹483 Cr | ₹3349 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 Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Month | 2.03% | 0.17% |
| 6 Month | -11.49% | -12.74% |
| 1 Year | 11.06% | 8.11% |
| 3 Year | - | 11.75% |
| 5 Year | - | 23.2% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| 6 Month | -9.06% | -8.74% |
| 1 Year | -16.05% | -16.58% |
| 3 Year | - | 9.59% |
| 5 Year | - | 13.15% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Year | 40.38% | 18.28% |
| 3 Year | - | 17.37% |
| 5 Year | - | 18.3% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| Standard Deviation | - | 13.295% |
| Sharp | - | 0.368% |
| Beta | - | 0.898% |
| Alpha | - | -1.119% |
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Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Equity 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 Equity Fund- Regular plan _ Growth Option |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 4.19 | 4.22 |
| Large Cap | 53.72 | 75.43 |
| Small Cap | 27.54 | 8.26 |
| Mid Cap | 14.55 | 12.09 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Kotak Focused Equity Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 4.19 | 1.27 |
| Energy | 4.86 | 3.85 |
| Industrials | 14.55 | 19.62 |
| Consumer Cyclical | 5.05 | 13.45 |
| Technology | 14.22 | 13.03 |
| Financial Services | 22.62 | 24.56 |
| Healthcare | 11.27 | 7.2 |
| Consumer Defensive | 6.83 | 2.32 |
| Basic Materials | 8.94 | 3.19 |
| Real Estate | 1.51 | - |
| Communication Services | 3.27 | 5.24 |
| Utilities | 2.68 | 6.27 |
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