ITI Small Cap Fund Regular vs Axis Small Cap Fund compare

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ITI Small Cap Fund Regular - Growth

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Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2254 Cr	₹23139 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

Scheme Name	ITI Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
1 Month	6.63%	6.4%
6 Month	-1.91%	-1.13%
1 Year	10.96%	12.82%
3 Year	29.51%	21.44%
5 Year	30.2%	31%

Scheme Name	ITI Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
6 Month	-3.46%	-2.89%
1 Year	-13.33%	-9.73%
3 Year	21.04%	14.54%
5 Year	20.48%	19.51%

Scheme Name	ITI Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
1 Year	33.84%	18.9%
3 Year	23.8%	19.99%
5 Year	19.48%	19.66%

Scheme Name	ITI Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
Standard Deviation	16.273%	11.78%
Sharp	0.897%	0.74%
Beta	0.804%	0.68%
Alpha	3.041%	1.93%

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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

Scheme Name	ITI Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
Others	5.7	13.29
Small Cap	64.41	65.49
Large Cap	6.4	3.89
Mid Cap	23.49	17.37

Scheme Name	ITI Small Cap Fund Regular - Growth	Axis Small Cap Fund Regular Growth
Others	4.78	13.29
Technology	12.3	-
Basic Materials	18.33	-
Communication Services	2.22	-
Financial Services	15.64	-
Consumer Cyclical	8.19	-
Healthcare	8.75	-
Industrials	22.57	-
Energy	1.09	-
Consumer Defensive	5.09	-
Utilities	0	-
Real Estate	1.04	-
Gas	-	0.56
Auto Components	-	6.05
IT - Services	-	1.51
Pharmaceuticals & Biotechnology	-	4.47
Retailing	-	0.59
Banks	-	4.28
Non - Ferrous Metals	-	0.43
Healthcare Services	-	7.19
Chemicals & Petrochemicals	-	7.5
IT - Software	-	3.57
Paper, Forest & Jute Products	-	0.2
Construction	-	2.43
Electrical Equipment	-	1.47
Aerospace & Defense	-	1.27
Transport Services	-	0.2
Textiles & Apparels	-	0.59
Capital Markets	-	4.97
Agricultural Food & other Products	-	2.64
Industrial Products	-	6.16
Consumer Durables	-	6.89
Finance	-	7.33
Realty	-	4.65
Agricultural, Commercial & Construction Vehicles	-	0.13
Household Products	-	1.34
Financial Technology (Fintech)	-	1.67
Leisure Services	-	1.66
Food Products	-	1.3
Cement & Cement Products	-	1.91
Industrial Manufacturing	-	2.38
Commercial Services & Supplies	-	0.55
Cigarettes & Tobacco Products	-	0.22
Beverages	-	0.16
Insurance	-	0.48