Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon ITI Focused Equity Fund Regular - Growth

Invest Now

tortoise-icon Nippon India Focused Fund - Growth Plan -Growth Option

Invest Now

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) ₹560 Cr ₹8712 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 -0.6% 0.57%
6 Month 2.73% 1.74%
1 Year 0.28% 3.7%
3 Year - 13.19%
5 Year - 18.21%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Fund - Growth Plan -Growth Option
6 Month 2.74% 3.11%
1 Year 16.84% 15.92%
3 Year - 13.58%
5 Year - 14.13%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Fund - Growth Plan -Growth Option
1 Year 11.7% 10.2%
3 Year - 14.92%
5 Year - 16.62%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation - 12.79%
Sharp - 0.66%
Beta - 0.9%
Alpha - -0.75%

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 9.36 3.71
Large Cap 46.12 62.2
Small Cap 25.71 12.85
Mid Cap 18.81 21.24

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

Nippon India Focused Fund - Growth Plan -Growth Option

Others 5.31 3.71
Energy 4.89 5.56
Industrials 11.59 10.6
Financial Services 26.22 34.14
Healthcare 10.52 10.38
Technology 8.3 4.86
Consumer Defensive 5.75 3.24
Utilities 4.73 4.14
Basic Materials 9.22 3.31
Real Estate 2.98 -
Consumer Cyclical 6.2 18.78
Communication Services 4.28 1.28

Top Comparisons

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns22.46%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns14.27%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns15.58%

VS

ICICI Prudential Dynamic Asset Allocation Active FOF - Growth ICICI Prudential Dynamic Asset Allocation Active FOF - Growth

3Y Returns13.8%

Compare Now

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns19.89%

Compare Now

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns7.46%

Compare Now
Add to Cart Successfully