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) | ₹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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