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ITI Focused Equity Fund Regular vs Kotak Focused Equity Fund compare

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tortoise-icon ITI Focused Equity Fund Regular - Growth

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tortoise-icon Kotak Focused Fund- Regular plan _ Growth Option

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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 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) ₹538 Cr ₹3707 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 -3.71% -2.38%
6 Month 7.8% 8.08%
1 Year 0.08% -1.53%
3 Year - 15.38%
5 Year - 19.72%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Kotak Focused Fund- Regular plan _ Growth Option
6 Month 7.41% 6.38%
1 Year 10.64% 9.07%
3 Year - 16.15%
5 Year - 15.97%

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 - 12.95%
Sharp - 0.99%
Beta - 0.90%
Alpha - 0.05%

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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 5.26 5.27
Large Cap 48.96 75
Small Cap 29.59 2.66
Mid Cap 16.19 17.08

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Kotak Focused Fund- Regular plan _ Growth Option

Others 3.81 1.36
Energy 5.24 3.88
Industrials 9.67 19.8
Consumer Cyclical 5.4 13.33
Financial Services 24.31 27.76
Healthcare 11.67 6.79
Technology 12.54 10.33
Consumer Defensive 6.32 2.21
Utilities 4.58 5.67
Basic Materials 10.23 3.03
Real Estate 2.62 -
Communication Services 3.63 5.85

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