ITI Focused Equity Fund Regular vs SBI Focused Equity Fund compare

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ITI Focused Equity Fund Regular - Growth

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SBI Focused 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 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)	₹538 Cr	₹38610 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

Scheme Name	ITI Focused Equity Fund Regular - Growth	SBI Focused Fund - Regular Plan -Growth
1 Month	-2.63%	-2.72%
6 Month	7.41%	4.39%
1 Year	5.54%	7.4%
3 Year	-	14.85%
5 Year	-	19.55%

Scheme Name	ITI Focused Equity Fund Regular - Growth	SBI Focused Fund - Regular Plan -Growth
6 Month	6.07%	7.42%
1 Year	7.2%	14.73%
3 Year	-	17.62%
5 Year	-	15.99%

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%

Scheme Name	ITI Focused Equity Fund Regular - Growth	SBI Focused Fund - Regular Plan -Growth
Standard Deviation	-	12.03%
Sharp	-	1.21%
Beta	-	0.7%
Alpha	-	2.45%

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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

Scheme Name	ITI Focused Equity Fund Regular - Growth	SBI Focused Fund - Regular Plan -Growth
Others	5.26	21.8
Large Cap	48.96	39.1
Small Cap	29.59	7.6
Mid Cap	16.19	31.5

Scheme Name	ITI Focused Equity Fund Regular - Growth	SBI Focused Fund - Regular Plan -Growth
Others	3.81	6.48
Energy	5.24	-
Industrials	9.67	4.67
Consumer Cyclical	5.4	21.37
Financial Services	24.31	29.69
Healthcare	11.67	3.12
Technology	12.54	4.31
Consumer Defensive	6.32	5.49
Utilities	4.58	2.66
Basic Materials	10.23	11.2
Real Estate	2.62	-
Communication Services	3.63	11.01