ITI Focused Equity Fund Regular vs SBI Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
SBI Focused Equity Fund - Regular Plan -Growth
Chart Comparison
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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