ITI Focused Equity Fund Regular vs Nippon India Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
Nippon India Focused Fund - Growth Plan -Growth Option
Chart Comparison
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 |
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