- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
ITI Small Cap Fund Regular vs Edelweiss Small Cap Fund compare
ITI Small Cap Fund Regular - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2680 Cr | ₹4980 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Feb 2020 | 07 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 18% |
| Expense Ratio | 1.95 | 1.84 |
| Manager | Rohan Korde | Trideep Bhattacharya |
| ISIN Code | INF00XX01713 | INF754K01JJ4 |
| 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 | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.46% | -4.31% |
| 6 Month | 16.21% | 12.86% |
| 1 Year | 2.43% | 0.12% |
| 3 Year | 26.61% | 20.27% |
| 5 Year | 25.32% | 29.84% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.25% | 4.28% |
| 1 Year | 4.37% | 2.42% |
| 3 Year | 22.96% | 16.98% |
| 5 Year | 21.57% | 20.67% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 29.83% | 27.09% |
| 3 Year | 24.03% | 28.8% |
| 5 Year | 28.71% | 32.52% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.33% | 15.78% |
| Sharp | 1.25% | 0.95% |
| Beta | 0.80% | 0.80% |
| Alpha | 5.30% | -0.04% |
Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Trideep Bhattacharya |
| Total AUM | ₹4626 Cr | ₹0 Cr |
| Funds Managed | 10 | 9 |
| ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.97 | 2.98 |
| Small Cap | 66.82 | 72.62 |
| Mid Cap | 22.63 | 24.4 |
| Large Cap | 4.58 | - |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.71 | 2.87 |
| Basic Materials | 18.37 | 16.47 |
| Communication Services | 2.28 | - |
| Consumer Cyclical | 9.05 | 19.88 |
| Financial Services | 16.68 | 17.79 |
| Healthcare | 10.07 | 10.62 |
| Technology | 11.29 | 7.78 |
| Industrials | 22.89 | 16.64 |
| Energy | 0.98 | 0.68 |
| Consumer Defensive | 3.68 | 5.17 |
| Real Estate | 1.99 | 1.21 |
| Utilities | - | 0.89 |
Top Comparisons
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns7.33%
ICICI Prudential Debt Management Fund (FOF) - Growth
3Y Returns7.91%
Franklin India Large Cap Fund-Growth
3Y Returns13.39%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.63%
PGIM India Aggressive Hybrid Equity Fund - Growth Option
3Y Returns12.38%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns12.82%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.6%
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns23.45%
