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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) | ₹560 Cr | ₹40824 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 | 1.13% | 1.97% |
| 6 Month | 8% | 9.53% |
| 1 Year | 10.61% | 15.71% |
| 3 Year | - | 17.08% |
| 5 Year | - | 18.08% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.68% | 5.48% |
| 1 Year | 16.63% | 21.11% |
| 3 Year | - | 18.08% |
| 5 Year | - | 15.7% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 11.7% | 15.88% |
| 3 Year | - | 15.39% |
| 5 Year | - | 16.81% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 12.03% |
| Sharp | - | 0.94% |
| Beta | - | 0.72% |
| Alpha | - | 2.32% |
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 | 9.36 | 29.25 |
| Large Cap | 46.12 | 36.62 |
| Small Cap | 25.71 | 5.92 |
| Mid Cap | 18.81 | 28.21 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 5.31 | 3.34 |
| Energy | 4.89 | - |
| Industrials | 11.59 | 1.81 |
| Financial Services | 26.22 | 31.82 |
| Healthcare | 10.52 | 3.17 |
| Technology | 8.3 | 3.91 |
| Consumer Defensive | 5.75 | 5.44 |
| Utilities | 4.73 | 10.18 |
| Basic Materials | 9.22 | 9.56 |
| Real Estate | 2.98 | - |
| Consumer Cyclical | 6.2 | 17.84 |
| Communication Services | 4.28 | 12.93 |
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