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ITI Focused Equity Fund Regular vs Tata Focused Equity Fund compare
ITI Focused Equity Fund Regular - Growth
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹560 Cr | ₹1866 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Jun 2023 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 32.33% |
| Expense Ratio | 2.34 | 2.04 |
| Manager | Rohan Korde | Kapil Malhotra |
| ISIN Code | INF00XX01CV2 | INF277K010Y2 |
| 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 | Tata 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 | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.13% | 0.87% |
| 6 Month | 5% | 5.81% |
| 1 Year | 2.28% | -2.27% |
| 3 Year | - | 13.68% |
| 5 Year | - | 17.17% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3% | 3.09% |
| 1 Year | 17.06% | 11.97% |
| 3 Year | - | 12.95% |
| 5 Year | - | 14.12% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.7% | 17.17% |
| 3 Year | - | 18.34% |
| 5 Year | - | 20.03% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 12.52% |
| Sharp | - | 0.65% |
| Beta | - | 0.91% |
| Alpha | - | -0.40% |
Fund Managers
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Rohan Korde | Kapil Malhotra |
| Total AUM | ₹4626 Cr | ₹18472 Cr |
| Funds Managed | 10 | 7 |
| ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 9.36 | 10.53 |
| Large Cap | 46.12 | 67.26 |
| Small Cap | 25.71 | 11.11 |
| Mid Cap | 18.81 | 11.11 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.31 | 8.02 |
| Energy | 4.89 | 4.43 |
| Industrials | 11.59 | 9.24 |
| Financial Services | 26.22 | 27.81 |
| Healthcare | 10.52 | 12.23 |
| Technology | 8.3 | 13.26 |
| Consumer Defensive | 5.75 | 1.85 |
| Utilities | 4.73 | 5.57 |
| Basic Materials | 9.22 | 5.98 |
| Real Estate | 2.98 | 3.53 |
| Consumer Cyclical | 6.2 | 8.09 |
| Communication Services | 4.28 | - |
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