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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Month | 2.14% | 1.71% |
6 Month | -7.82% | -6.36% |
1 Year | 4.2% | 6.88% |
3 Year | 23.79% | 16.91% |
5 Year | 28.47% | 29.28% |
SIP Return Analysis
Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | -0.23% | -0.34% |
1 Year | -7.16% | -4.54% |
3 Year | 24.61% | 17.18% |
5 Year | 22.59% | 21.33% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.273% | 11.78% |
Sharp | 0.897% | 0.59% |
Beta | 0.804% | 0.69% |
Alpha | 3.041% | 1.2% |
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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 | 5.7 | 14 |
Small Cap | 64.41 | 64.45 |
Large Cap | 6.4 | 4.05 |
Mid Cap | 23.49 | 17.51 |
Sector Allocation
Scheme Name |
ITI Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 4.78 | 13.78 |
Technology | 12.3 | 7.13 |
Basic Materials | 18.33 | 10.58 |
Communication Services | 2.22 | 0.81 |
Financial Services | 15.64 | 17.17 |
Consumer Cyclical | 8.19 | 10.55 |
Healthcare | 8.75 | 11.43 |
Industrials | 22.57 | 18.4 |
Energy | 1.09 | - |
Consumer Defensive | 5.09 | 4.76 |
Utilities | 0 | 0.54 |
Real Estate | 1.04 | 4.85 |
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