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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) | ₹2622 Cr | ₹4921 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 | 2.73% | 3.55% |
| 6 Month | 21.52% | 21.93% |
| 1 Year | -2.88% | -3.07% |
| 3 Year | 25.88% | 19.98% |
| 5 Year | 23.6% | 27.67% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.61% | 4.53% |
| 1 Year | 10.58% | 10.51% |
| 3 Year | 23.27% | 18.26% |
| 5 Year | 21.66% | 20.97% |
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 | 16.56% | 15.90% |
| Sharp | 1.04% | 0.78% |
| Beta | 0.80% | 0.80% |
| Alpha | 4.62% | -0.11% |
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 |
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