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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) | ₹2819 Cr | ₹5330 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 | -2.16% | -1.06% |
| 6 Month | -2.18% | -1.29% |
| 1 Year | -3.84% | -2.13% |
| 3 Year | 25.99% | 20.7% |
| 5 Year | 20.27% | 24.51% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.88% | 0.35% |
| 1 Year | 7.79% | 9.69% |
| 3 Year | 16.93% | 13.62% |
| 5 Year | 18.73% | 17.46% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 26.82% | 24.64% |
| 3 Year | 24.35% | 27.85% |
| 5 Year | 25.49% | 31.03% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.68% | 15.96% |
| Sharp | 1.04% | 0.79% |
| Beta | 0.80% | 0.79% |
| Alpha | 5.73% | 1.21% |
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 | 10.84 | 3.95 |
| Small Cap | 62.28 | 73.3 |
| Large Cap | 4.45 | - |
| Mid Cap | 22.43 | 22.75 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.88 | 2.51 |
| Basic Materials | 13.85 | 14.63 |
| Communication Services | 2.1 | - |
| Consumer Cyclical | 10.74 | 18.74 |
| Financial Services | 21.12 | 23.14 |
| Healthcare | 10.16 | 11.23 |
| Technology | 11.02 | 7.38 |
| Real Estate | 2.95 | 2.08 |
| Industrials | 21.25 | 14.72 |
| Energy | 1.1 | 0 |
| Consumer Defensive | 3.84 | 5.56 |
| Utilities | - | 0 |
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