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ITI Small Cap Fund Regular vs Axis Small Cap Fund compare
ITI Small Cap Fund Regular - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2622 Cr | ₹25569 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Feb 2020 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 5% |
| Expense Ratio | 1.95 | 1.61 |
| Manager | Rohan Korde | Shreyash Devalkar |
| ISIN Code | INF00XX01713 | INF846K01K01 |
| Exits Load | ITI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Small Cap Fund - 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 Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2% | 2.45% |
| 6 Month | 20.01% | 17.16% |
| 1 Year | -3.12% | -0.84% |
| 3 Year | 24.8% | 17.91% |
| 5 Year | 24.82% | 27.11% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.61% | 3.9% |
| 1 Year | 10.58% | 10.93% |
| 3 Year | 23.27% | 17.65% |
| 5 Year | 21.66% | 19.68% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 29.83% | 17.75% |
| 3 Year | 24.03% | 19.97% |
| 5 Year | 28.71% | 20% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.56% | 11.78% |
| Sharp | 1.04% | 0.87% |
| Beta | 0.80% | 0.69% |
| Alpha | 4.62% | 0.94% |
Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rohan Korde | Shreyash Devalkar |
| Total AUM | ₹4626 Cr | ₹166770 Cr |
| Funds Managed | 10 | 14 |
| ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.97 | 14.09 |
| Small Cap | 66.82 | 68.76 |
| Mid Cap | 22.63 | 13.42 |
| Large Cap | 4.58 | 3.74 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.71 | 10.43 |
| Basic Materials | 18.37 | 12.07 |
| Communication Services | 2.28 | 0.91 |
| Consumer Cyclical | 9.05 | 10.06 |
| Financial Services | 16.68 | 17.62 |
| Healthcare | 10.07 | 14.1 |
| Technology | 11.29 | 6.39 |
| Industrials | 22.89 | 18.08 |
| Energy | 0.98 | - |
| Consumer Defensive | 3.68 | 5.49 |
| Real Estate | 1.99 | 4.26 |
| Utilities | - | 0.6 |
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