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ITI Focused Equity Fund Regular vs Nippon India Focused Equity Fund compare

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tortoise-icon ITI Focused Equity Fund Regular - Growth

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tortoise-icon Nippon India Focused Fund - Growth 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 Nippon India Focused Fund - Growth Plan -Growth Option
Fund ITI Focused Equity Fund Regular - Growth Nippon India Focused Fund - Growth Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹521 Cr ₹8464 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Jun 2023 26 Dec 2006
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over % 59%
Expense Ratio 2.34 1.84
Manager Rohan Korde Vinay Sharma
ISIN Code INF00XX01CV2 INF204K01GE7
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 Nippon India Focused Equity Fund - 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 Nippon India Focused Fund - Growth Plan -Growth Option
1 Month 2.52% 2.48%
6 Month 10.78% 8.01%
1 Year 6.67% 6.15%
3 Year - 14.38%
5 Year - 21.87%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Fund - Growth Plan -Growth Option
6 Month 4.38% 2.84%
1 Year 18.01% 14.24%
3 Year - 13.81%
5 Year - 14.51%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Fund - Growth Plan -Growth Option
1 Year 11.7% 10.22%
3 Year - 14.95%
5 Year - 16.49%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation - 12.79%
Sharp - 0.69%
Beta - 0.91%
Alpha - -0.87%

Fund Managers

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Fund - Growth Plan -Growth Option
Name Rohan Korde Vinay Sharma
Total AUM ₹4626 Cr ₹14183 Cr
Funds Managed 10 3
ITI Focused Equity Fund Regular - Growth Nippon India Focused Fund - Growth Plan -Growth Option

Market Cap

Scheme Name

ITI Focused Equity Fund Regular - Growth

Nippon India Focused Fund - Growth Plan -Growth Option

Others 6.33 4.89
Large Cap 47.52 61.36
Small Cap 25.76 15.63
Mid Cap 20.39 18.12

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Nippon India Focused Fund - Growth Plan -Growth Option

Others 4.03 4.89
Energy 4.46 -
Industrials 10.51 -
Financial Services 24.52 -
Healthcare 11.33 -
Technology 10.75 -
Consumer Defensive 6.22 -
Utilities 5.14 -
Basic Materials 9.36 -
Real Estate 3.19 -
Consumer Cyclical 6.4 -
Communication Services 4.09 -
Petroleum Products - 5.58
IT - Software - 4.86
Finance - 7.48
Banks - 23.85
Cement & Cement Products - 3.25
Leisure Services - 5.96
Pharmaceuticals & Biotechnology - 5.74
Automobiles - 2.89
Entertainment - 1.17
Beverages - 3.08
Electrical Equipment - 3.33
Retailing - 8.31
Healthcare Services - 2.73
Diversified - 2.62
Transport Services - 3.08
Auto Components - 3.75
Industrial Manufacturing - 1.85
Capital Markets - 1.68
Power - 3.9

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