ITI Focused Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The investment objective of the scheme is to seek to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 companies across market capitalization. However, there can be no assurance that the investment objective of the scheme would be achieved

The ITI Focused Fund Regular Growth has an AUM of 560.18 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.29%. The minimum investment in ITI Focused Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Good respectively.

The top holdings of the fund include HDFC Bank, Multi Commodity Exchange Of India, Fortis Healthcare & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Construction Services, Misc. Capital Goods & Biotechnology & Drugs.

Some of the similar funds are JM Focused Fund - Growth Option, Quant Focused fund Growth, Baroda BNP Paribas Focused Regular Growth, Union Focused Fund Regular Growth, ITI Focused Fund Regular Growth. ITI Focused Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.