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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 | ₹25975 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 | 3.29% | 2.84% |
| 6 Month | 11.88% | 11.09% |
| 1 Year | 1.68% | 2.65% |
| 3 Year | 26.42% | 19.44% |
| 5 Year | 25.46% | 26.19% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.61% | -0.66% |
| 1 Year | 7.1% | 6.67% |
| 3 Year | 19.26% | 14.32% |
| 5 Year | 19.65% | 17.41% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 28.37% | 17.27% |
| 3 Year | 24.22% | 19.6% |
| 5 Year | 28.05% | 20.16% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.50% | 11.78% |
| Sharp | 1.08% | 0.85% |
| Beta | 0.80% | 0.7% |
| Alpha | 4.60% | 0.23% |
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 | 9.3 | 14.56 |
| Small Cap | 66.21 | 68.95 |
| Mid Cap | 19.73 | 13.12 |
| Large Cap | 4.76 | 3.37 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.43 | 10.82 |
| Basic Materials | 16.8 | 11.37 |
| Communication Services | 2.48 | 0.91 |
| Consumer Cyclical | 8.09 | 11.15 |
| Financial Services | 16.45 | 17.03 |
| Healthcare | 10.83 | 13.47 |
| Technology | 11.39 | 8.99 |
| Industrials | 23.18 | 16.2 |
| Energy | 1.05 | - |
| Consumer Defensive | 3.95 | 5.22 |
| Real Estate | 2.34 | 4.25 |
| Utilities | - | 0.58 |
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