ITI Small Cap Fund Regular vs Canara Robeco Small Cap Fund compare
ITI Small Cap Fund Regular - Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ITI Small Cap Fund Regular - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ITI Small Cap Fund Regular - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2254 Cr | ₹11528 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2020 | 15 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | % | 3% |
Expense Ratio | 1.95 | 1.7 |
Manager | Rohan Korde | Shridatta Bhandwaldar |
ISIN Code | INF00XX01713 | INF760K01JF9 |
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 | Canara Robeco Small Cap Fund - Regular Plan - 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 | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1% | 1.38% |
6 Month | -6.69% | -7.61% |
1 Year | 1.93% | -1.17% |
3 Year | 32.36% | 21.64% |
5 Year | 27.99% | 32.91% |
SIP Return Analysis
Scheme Name | ITI Small Cap Fund Regular - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.29% | 10.38% |
1 Year | 8.81% | 4.25% |
3 Year | 27.47% | 17.21% |
5 Year | 23.98% | 21.91% |
Rolling Lumpsum Returns
Scheme Name | ITI Small Cap Fund Regular - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 32.29% | 27.39% |
3 Year | 23.84% | 31.71% |
5 Year | 29.65% | 32.73% |
Risk Management
Scheme Name | ITI Small Cap Fund Regular - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.273% | 16.598% |
Sharp | 0.897% | 0.432% |
Beta | 0.804% | 0.801% |
Alpha | 3.041% | -2.868% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ITI Small Cap Fund Regular - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rohan Korde | Shridatta Bhandwaldar |
Total AUM | ₹4626 Cr | ₹69491 Cr |
Funds Managed | 10 | 12 |
ITI Small Cap Fund Regular - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ITI Small Cap Fund Regular - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.7 | 3.84 |
Small Cap | 64.41 | 67.33 |
Large Cap | 6.4 | 12 |
Mid Cap | 23.49 | 16.84 |
Sector Allocation
Scheme Name |
ITI Small Cap Fund Regular - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.78 | 3.8 |
Technology | 12.3 | 2.01 |
Basic Materials | 18.33 | 10.13 |
Communication Services | 2.22 | 0.82 |
Financial Services | 15.64 | 20.36 |
Consumer Cyclical | 8.19 | 15.83 |
Healthcare | 8.75 | 11.13 |
Industrials | 22.57 | 24.96 |
Energy | 1.09 | 2.02 |
Consumer Defensive | 5.09 | 4.7 |
Utilities | 0 | 2.11 |
Real Estate | 1.04 | 2.13 |
Top Comparisons
ITI Balanced Advantage Fund Regular - Growth
3Y Returns12.89%
Invesco India Dynamic Equity Fund - Growth
3Y Returns16.26%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.26%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.36%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns15.33%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.85%
SBI Dividend Yield Fund - Regular Plan - Growth
3Y Returns0%
Tata Dividend Yield Fund-Regular Plan-Growth
3Y Returns21.74%