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ITI Focused Equity Fund Regular vs SBI Focused Equity Fund compare

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tortoise-icon ITI Focused Equity Fund Regular - Growth

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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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 SBI Focused Equity Fund - Regular Plan -Growth
Fund ITI Focused Equity Fund Regular - Growth SBI Focused Equity Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹483 Cr ₹34678 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Jun 2023 08 Oct 2004
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over % 12%
Expense Ratio 2.34 1.57
Manager Rohan Korde Pradeep Kesavan
ISIN Code INF00XX01CV2 INF200K01370
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 SBI 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 SBI Focused Equity Fund - Regular Plan -Growth
1 Month 2.16% 2.07%
6 Month -3.92% -0.06%
1 Year 6.78% 9.36%
3 Year - 13.8%
5 Year - 20.57%

SIP Return Analysis

Scheme Name ITI Focused Equity Fund Regular - Growth SBI Focused Equity Fund - Regular Plan -Growth
6 Month 1.31% 2.86%
1 Year -3.06% 3.76%
3 Year - 15.99%
5 Year - 15.77%

Rolling Lumpsum Returns

Scheme Name ITI Focused Equity Fund Regular - Growth SBI Focused Equity Fund - Regular Plan -Growth
1 Year 40.38% 16.6%
3 Year - 15.37%
5 Year - 16.58%

Risk Management

Scheme Name ITI Focused Equity Fund Regular - Growth SBI Focused Equity Fund - Regular Plan -Growth
Standard Deviation - 12.03%
Sharp - 0.39%
Beta - 0.73%
Alpha - -0.42%

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Fund Managers

Scheme Name ITI Focused Equity Fund Regular - Growth SBI Focused Equity Fund - Regular Plan -Growth
Name Rohan Korde Pradeep Kesavan
Total AUM ₹4626 Cr ₹434274 Cr
Funds Managed 10 43
ITI Focused Equity Fund Regular - Growth SBI Focused Equity Fund - Regular Plan -Growth

Market Cap

Scheme Name

ITI Focused Equity Fund Regular - Growth

SBI Focused Equity Fund - Regular Plan -Growth

Others 4.19 23.8
Large Cap 53.72 38.05
Small Cap 27.54 8.33
Mid Cap 14.55 29.82

Sector Allocation

Scheme Name

ITI Focused Equity Fund Regular - Growth

SBI Focused Equity Fund - Regular Plan -Growth

Others 4.19 5.74
Energy 4.86 -
Industrials 14.55 5.04
Consumer Cyclical 5.05 19.18
Technology 14.22 4.32
Financial Services 22.62 31.96
Healthcare 11.27 7.85
Consumer Defensive 6.83 6.57
Basic Materials 8.94 6.93
Real Estate 1.51 -
Communication Services 3.27 9.72
Utilities 2.68 2.68

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