ITI Focused Equity Fund - Regular Plan : Overview, Performance, Portfolio | Mutual Fund | Value Researchhttps://www.valueresearchonline.com/funds/43532/iti-focused-equity-fund-regular-plan/Get the latest information and complete track record of ITI Focused Equity Fund - Regular Plan schemes, returns, latest NAV and ratings from independent mutual fund research house.
ITI Focused Equity Fund - Regular Plan
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
The scheme 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.
Fund Manager
Name
Dhimant Shah since 29-May-2023
Education
Mr. Shah is a B.Com (H) and Chartered Accountant.
Experience
Prior to joining Principal Mutual Fund as a Senior Fund Manager he has worked with HSBC AMC, Reliance Mutual Fund, ASK Raymond James Securities Pvt. Ltd. and IL&FS AMC. Senior Analyst from April 1997 to August 2003.
Mr. Korde is a Masters in Management Studies (Finance), Bachelor of Commerce
Experience
Prior to joining Asset Management Limited, he has worked with BOB Capital Markets as Vice President Research, Prabhudas Lilladher as Vice President Research and Anand Rathi Share & Stock Brokers as Vice President Research.
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