ITI Small Cap Fund Regular vs Edelweiss Small Cap Fund compare

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ITI Small Cap Fund Regular - Growth

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Edelweiss Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2504 Cr	₹4580 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

Scheme Name	ITI Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	3.1%	5.06%
6 Month	-2.58%	-1.95%
1 Year	2.44%	4.16%
3 Year	33.04%	27.17%
5 Year	28.2%	34.18%

Scheme Name	ITI Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	13.73%	13.08%
1 Year	13.27%	11.47%
3 Year	28.51%	22.26%
5 Year	24.61%	24.42%

Scheme Name	ITI Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	32.29%	28.61%
3 Year	23.84%	29.3%
5 Year	29.65%	32.14%

Scheme Name	ITI Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	17.19%	16.79%
Sharp	1.23%	0.94%
Beta	0.81%	0.81%
Alpha	5.37%	-

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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

Scheme Name	ITI Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	5.7	3.2
Small Cap	64.41	67.63
Large Cap	6.4	0
Mid Cap	23.49	29.17

Scheme Name	ITI Small Cap Fund Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	4.78	3.2
Technology	12.3	11.49
Basic Materials	18.33	11.9
Communication Services	2.22	-
Financial Services	15.64	17.15
Consumer Cyclical	8.19	16.79
Healthcare	8.75	11.41
Industrials	22.57	18.22
Energy	1.09	-
Consumer Defensive	5.09	6.61
Utilities	0	-
Real Estate	1.04	3.21