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 | 3.79% | 3.69% |
6 Month | -5.34% | -10.33% |
1 Year | 6.1% | 2.23% |
3 Year | 24.48% | 13.77% |
5 Year | 29.06% | 33.68% |
SIP Return Analysis
Scheme Name | ITI Small Cap Fund Regular - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.23% | -2.62% |
1 Year | -7.16% | -13.69% |
3 Year | 24.61% | 12.94% |
5 Year | 22.59% | 20.7% |
Rolling Lumpsum Returns
Scheme Name | ITI Small Cap Fund Regular - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 33.84% | 29.71% |
3 Year | 23.8% | 32.87% |
5 Year | 19.48% | 32.51% |
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% |
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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 |
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