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Fund Facts
  • Name of Fund:
    ITI Focused Equity
  • Opening:
    29th May 2023
  • Closing:
    12th June 2023
  • Scheme Type:
    Open Ended Equity Focused Fund
  • Minimum Investment:
    Rs. 5,000/- and in multiples of Rs. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units
  • Thereafter:

Fund Stats


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

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Dhimant Shah, Rohan Korde, Tanay Gabhawala

Asset Allocation

65-100% Equity
upto 35% Money Market
Comparable existing schemes
Nippon India Focused Equity Fund -0.01(6M) 13.88(1Y)
Bandhan Focused Equity Fund 5.37(6M) 15.99(1Y)

Fund Prognosis

Idea Distiller

The fund house is trying to make a comeback and starting on a fresh plate. The focused strategy is the chosen one.

  • Fund House AAUM:

  • Rs. 361161.31 Lakhs (as on 31st March 2023)

  • Fund Manager:

  • Combined experience of above 26 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

Focussed funds are fair weater friends and during such times these funds are expected to make a lot more than others. However, I am not comfortable with these.