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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) | ₹573 Cr | ₹1859 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 | -1.05% | -3.15% |
| 6 Month | 3.75% | 0.65% |
| 1 Year | 16.97% | 7.08% |
| 3 Year | - | 14.98% |
| 5 Year | - | 15.3% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.74% | -4.18% |
| 1 Year | 4.91% | -2.49% |
| 3 Year | - | 7.43% |
| 5 Year | - | 10.88% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 9.32% | 16.63% |
| 3 Year | - | 18.12% |
| 5 Year | - | 19.84% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 12.55% |
| Sharp | - | 0.72% |
| Beta | - | 0.91% |
| Alpha | - | -0.98% |
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 | 10.41 | 8.24 |
| Large Cap | 47.66 | 70.39 |
| Small Cap | 24.24 | 9.88 |
| Mid Cap | 17.7 | 11.49 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.98 | 6.5 |
| Energy | 5.48 | 4.7 |
| Industrials | 11.2 | 9.64 |
| Financial Services | 27.49 | 26.48 |
| Healthcare | 9.28 | 13.16 |
| Technology | 8.39 | 10.42 |
| Consumer Defensive | 5.53 | 1.25 |
| Utilities | 3.93 | 5.58 |
| Basic Materials | 9.42 | 7.44 |
| Real Estate | 2.63 | 2.74 |
| Consumer Cyclical | 6.41 | 11.25 |
| Communication Services | 4.26 | 0.83 |
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