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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) | ₹2254 Cr | ₹4171 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 | 6.51% | 6.07% |
| 6 Month | -5.71% | -6.17% |
| 1 Year | 5.23% | 4.15% |
| 3 Year | 31.55% | 26.25% |
| 5 Year | 29.46% | 34.67% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 11.29% | 10.46% |
| 1 Year | 8.81% | 6.83% |
| 3 Year | 27.47% | 20.8% |
| 5 Year | 23.98% | 23.78% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.273% | 15.599% |
| Sharp | 0.897% | 0.8% |
| Beta | 0.804% | 0.803% |
| Alpha | 3.041% | 0.98% |
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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 | 5.7 | 3.2 |
| Small Cap | 64.41 | 67.63 |
| Large Cap | 6.4 | 0 |
| Mid Cap | 23.49 | 29.17 |
Sector Allocation
| 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 |
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