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ITI Focused Equity Fund Regular vs SBI Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
SBI Focused Fund - Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | SBI Focused Fund - Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹534 Cr | ₹37936 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 Fund - Regular Plan -Growth |
|---|---|---|
| 1 Month | -1.9% | -1.31% |
| 6 Month | 14.25% | 8.54% |
| 1 Year | 3.63% | 7.83% |
| 3 Year | - | 14.52% |
| 5 Year | - | 19.11% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 4.69% | 3.33% |
| 1 Year | 8.25% | 8.38% |
| 3 Year | - | 15.3% |
| 5 Year | - | 14.58% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 21.17% | 16.19% |
| 3 Year | - | 15.37% |
| 5 Year | - | 16.68% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 12.03% |
| Sharp | - | 0.92% |
| Beta | - | 0.69% |
| Alpha | - | 1.81% |
Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused 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 Fund - Regular Plan -Growth |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 5.18 | 21.43 |
| Large Cap | 46.83 | 40.48 |
| Small Cap | 31.93 | 7.3 |
| Mid Cap | 16.06 | 30.8 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 3 | 5.91 |
| Energy | 4.57 | - |
| Industrials | 9.6 | 4.92 |
| Consumer Cyclical | 6.3 | 20.85 |
| Financial Services | 24.57 | 31.27 |
| Healthcare | 11.77 | 3.08 |
| Technology | 13.29 | 4 |
| Consumer Defensive | 5.48 | 5.55 |
| Utilities | 5.08 | 2.42 |
| Basic Materials | 9.04 | 10.48 |
| Real Estate | 3.19 | - |
| Communication Services | 4.1 | 11.51 |
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