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

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ITI Focused Equity Fund Regular - Growth

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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

Scheme Name	ITI Focused Equity Fund Regular - Growth	Nippon India Focused Fund - Growth Plan -Growth Option
1 Month	1.3%	1.01%
6 Month	7.98%	6.7%
1 Year	5.26%	4.4%
3 Year	-	14.73%
5 Year	-	21.86%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Nippon India Focused Fund - Growth Plan -Growth Option
6 Month	2.57%	1.71%
1 Year	14.51%	13.95%
3 Year	-	14.25%
5 Year	-	14.94%

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%

Scheme Name	ITI Focused Equity Fund Regular - Growth	Nippon India Focused Fund - Growth Plan -Growth Option
Standard Deviation	-	12.62%
Sharp	-	0.63%
Beta	-	0.91%
Alpha	-	-0.54%

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

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	61.37
Small Cap	25.76	12.89
Mid Cap	20.39	20.85

Scheme Name	ITI Focused Equity Fund Regular - Growth	Nippon India Focused Fund - Growth Plan -Growth Option
Others	4.03	4.89
Energy	4.46	5.58
Industrials	10.51	10.88
Financial Services	24.52	33.01
Healthcare	11.33	10.35
Technology	10.75	4.86
Consumer Defensive	6.22	3.08
Utilities	5.14	3.9
Basic Materials	9.36	3.25
Real Estate	3.19	-
Consumer Cyclical	6.4	19.03
Communication Services	4.09	1.17