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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) | ₹521 Cr | ₹3636 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 | 1.3% | 2% |
| 6 Month | 16.7% | 18.26% |
| 1 Year | -0.24% | 0.35% |
| 3 Year | - | 14.82% |
| 5 Year | - | 19.69% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 6 Month | 3.3% | 5.8% |
| 1 Year | 11.18% | 16.21% |
| 3 Year | - | 16.41% |
| 5 Year | - | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Year | 21.17% | 14.9% |
| 3 Year | - | 17.25% |
| 5 Year | - | 19.96% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Standard Deviation | - | 12.23% |
| Sharp | - | 0.66% |
| Beta | - | 0.89% |
| Alpha | - | 1.02% |
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 | 5.18 | 4.66 |
| Large Cap | 46.83 | 74.77 |
| Small Cap | 31.93 | 2.37 |
| Mid Cap | 16.06 | 18.2 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 3 | 1.12 |
| Energy | 4.57 | 3.64 |
| Industrials | 9.6 | 20.28 |
| Consumer Cyclical | 6.3 | 14.39 |
| Financial Services | 24.57 | 27.19 |
| Healthcare | 11.77 | 7.08 |
| Technology | 13.29 | 9.59 |
| Consumer Defensive | 5.48 | 2.39 |
| Utilities | 5.08 | 5.57 |
| Basic Materials | 9.04 | 3.11 |
| Real Estate | 3.19 | - |
| Communication Services | 4.1 | 5.65 |
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