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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) | ₹2819 Cr | ₹26769 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 | -0.85% | -0.7% |
| 6 Month | -0.36% | 0.23% |
| 1 Year | -3.43% | -0.75% |
| 3 Year | 27.31% | 19.6% |
| 5 Year | 20.56% | 22.43% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.97% | -2.95% |
| 1 Year | 1.54% | 3.18% |
| 3 Year | 15.97% | 12.31% |
| 5 Year | 18.22% | 16.04% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 26.82% | 16.71% |
| 3 Year | 24.35% | 19.3% |
| 5 Year | 25.49% | 20.5% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.68% | 11.78% |
| Sharp | 1.04% | 0.84% |
| Beta | 0.80% | 0.7% |
| Alpha | 5.73% | 1.26% |
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 | 10.84 | 13.75 |
| Small Cap | 62.28 | 68.75 |
| Large Cap | 4.45 | 5.12 |
| Mid Cap | 22.43 | 12.38 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.88 | 8.14 |
| Basic Materials | 13.85 | 10.48 |
| Communication Services | 2.1 | 0.75 |
| Consumer Cyclical | 10.74 | 11.69 |
| Financial Services | 21.12 | 19.23 |
| Healthcare | 10.16 | 13.34 |
| Technology | 11.02 | 9.11 |
| Real Estate | 2.95 | 4.35 |
| Industrials | 21.25 | 15.57 |
| Energy | 1.1 | 0.94 |
| Consumer Defensive | 3.84 | 5.47 |
| Utilities | - | 0.9 |
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