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ITI Focused Equity Fund Regular vs SBI Focused Equity Fund compare

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tortoise-icon ITI Focused Equity Fund Regular - Growth

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tortoise-icon 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) ₹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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