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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 | ₹3697 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 | 2.79% | 3.45% |
| 6 Month | 10.17% | 12.3% |
| 1 Year | 5.57% | 9.38% |
| 3 Year | - | 16.01% |
| 5 Year | - | 20.19% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 6 Month | 0.98% | 2.03% |
| 1 Year | 10.89% | 13.53% |
| 3 Year | - | 14.69% |
| 5 Year | - | 14.45% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| 1 Year | 11.7% | 14.05% |
| 3 Year | - | 17.12% |
| 5 Year | - | 19.9% |
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 | - | 0.68% |
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 | 6.33 | 5.87 |
| Large Cap | 47.52 | 72.8 |
| Small Cap | 25.76 | 2.04 |
| Mid Cap | 20.39 | 19.29 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Kotak Focused Fund- Regular plan _ Growth Option |
|---|---|---|
| Others | 4.03 | 2.25 |
| Energy | 4.46 | 3.54 |
| Industrials | 10.51 | 20.77 |
| Financial Services | 24.52 | 26.71 |
| Healthcare | 11.33 | 5.26 |
| Technology | 10.75 | 9.09 |
| Consumer Defensive | 6.22 | 2.19 |
| Utilities | 5.14 | 4.62 |
| Basic Materials | 9.36 | 3.07 |
| Real Estate | 3.19 | - |
| Consumer Cyclical | 6.4 | 17.02 |
| Communication Services | 4.09 | 5.48 |
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