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)	₹521 Cr	₹38917 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	1.04%	1.63%
6 Month	10.79%	10.62%
1 Year	2.58%	8.75%
3 Year	-	16.77%
5 Year	-	20.3%

Scheme Name	ITI Focused Equity Fund Regular - Growth	SBI Focused Fund - Regular Plan -Growth
6 Month	2.97%	4.54%
1 Year	15.38%	18.34%
3 Year	-	17.48%
5 Year	-	15.47%

Scheme Name	ITI Focused Equity Fund Regular - Growth	SBI Focused Fund - Regular Plan -Growth
1 Year	11.7%	16.06%
3 Year	-	15.34%
5 Year	-	16.74%

Scheme Name	ITI Focused Equity Fund Regular - Growth	SBI Focused Fund - Regular Plan -Growth
Standard Deviation	-	12.03%
Sharp	-	0.86%
Beta	-	0.7%
Alpha	-	1.7%

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	6.33	20.81
Large Cap	47.52	42.86
Small Cap	25.76	7.11
Mid Cap	20.39	29.22

Scheme Name	ITI Focused Equity Fund Regular - Growth	SBI Focused Fund - Regular Plan -Growth
Others	4.03	4.56
Energy	4.46	-
Industrials	10.51	4.4
Financial Services	24.52	31.11
Healthcare	11.33	2.59
Technology	10.75	3.78
Consumer Defensive	6.22	5.43
Utilities	5.14	5.59
Basic Materials	9.36	9.75
Real Estate	3.19	-
Consumer Cyclical	6.4	20.32
Communication Services	4.09	12.47