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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) | ₹521 Cr | ₹1819 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 | 2.77% | 0.14% |
| 6 Month | 18.57% | 14.25% |
| 1 Year | 2.75% | -4.32% |
| 3 Year | - | 16.32% |
| 5 Year | - | 19.44% |
SIP Return Analysis
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.64% | 1.5% |
| 1 Year | 16.29% | 7.95% |
| 3 Year | - | 12.63% |
| 5 Year | - | 13.98% |
Rolling Lumpsum Returns
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.7% | 18.6% |
| 3 Year | - | 18.64% |
| 5 Year | - | 20.38% |
Risk Management
| Scheme Name | ITI Focused Equity Fund Regular - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 12.87% |
| Sharp | - | 0.73% |
| Beta | - | 0.93% |
| Alpha | - | 0.66% |
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 | 6.8 | 6.52 |
| Large Cap | 47.13 | 60.55 |
| Small Cap | 27.12 | 16.22 |
| Mid Cap | 18.95 | 16.71 |
Sector Allocation
| Scheme Name |
ITI Focused Equity Fund Regular - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.47 | 5.95 |
| Energy | 4.51 | 4.16 |
| Industrials | 10.63 | 10.15 |
| Consumer Cyclical | 6.17 | 8.11 |
| Financial Services | 24.27 | 25.71 |
| Healthcare | 11.04 | 17.28 |
| Technology | 11.38 | 15.15 |
| Consumer Defensive | 5.96 | 2.05 |
| Utilities | 5.08 | 6.75 |
| Basic Materials | 9.37 | 2.45 |
| Real Estate | 2.99 | 2.23 |
| Communication Services | 4.14 | - |
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