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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) | ₹534 Cr | ₹1825 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 | -0.68% | 1.05% |
| 6 Month | 15.47% | 8.91% |
| 1 Year | 1.85% | -2.93% |
| 3 Year | - | 16.21% |
| 5 Year | - | 20.14% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.65% | 3.5% |
| 1 Year | 8.98% | 3.83% |
| 3 Year | - | 14.21% |
| 5 Year | - | 15.41% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 21.17% | 19.73% |
| 3 Year | - | 18.87% |
| 5 Year | - | 21.71% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 13.16% |
| Sharp | - | 0.73% |
| Beta | - | 0.93% |
| Alpha | - | 0.20% |
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 | 5.18 | 9.79 |
| Large Cap | 46.83 | 56.53 |
| Small Cap | 31.93 | 18.27 |
| Mid Cap | 16.06 | 15.42 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3 | 9.79 |
| Energy | 4.57 | 4.24 |
| Industrials | 9.6 | 7.99 |
| Consumer Cyclical | 6.3 | 9.41 |
| Financial Services | 24.57 | 26.76 |
| Healthcare | 11.77 | 15.33 |
| Technology | 13.29 | 13.58 |
| Consumer Defensive | 5.48 | 1.93 |
| Utilities | 5.08 | 6.83 |
| Basic Materials | 9.04 | 2.36 |
| Real Estate | 3.19 | 1.78 |
| Communication Services | 4.1 | - |
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