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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) | ₹567 Cr | ₹43173 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 | -3.01% | -2.68% |
| 6 Month | 0.91% | 4.89% |
| 1 Year | 12.08% | 14.72% |
| 3 Year | - | 18.42% |
| 5 Year | - | 15.73% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.39% | 2.97% |
| 1 Year | 15.23% | 17.11% |
| 3 Year | - | 16.41% |
| 5 Year | - | 14.87% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| 1 Year | 9.32% | 15.82% |
| 3 Year | - | 15.47% |
| 5 Year | - | 16.84% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 12.03% |
| Sharp | - | 1.12% |
| Beta | - | 0.73% |
| Alpha | - | 3.87% |
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 | 10.41 | 36.93 |
| Large Cap | 47.66 | 35.69 |
| Small Cap | 24.24 | 4.83 |
| Mid Cap | 17.7 | 22.55 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
SBI Focused Fund - Regular Plan -Growth |
|---|---|---|
| Others | 5.98 | 7.42 |
| Energy | 5.48 | - |
| Industrials | 11.2 | 1.61 |
| Financial Services | 27.49 | 31.25 |
| Healthcare | 9.28 | 4.47 |
| Technology | 8.39 | 4.27 |
| Consumer Defensive | 5.53 | 4.79 |
| Utilities | 3.93 | 9.37 |
| Basic Materials | 9.42 | 6.52 |
| Real Estate | 2.63 | - |
| Consumer Cyclical | 6.41 | 16.74 |
| Communication Services | 4.26 | 13.57 |
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