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ITI Small Cap Fund Regular vs Franklin India Smaller Companies Fund compare
ITI Small Cap Fund Regular - Growth
Franklin India Small Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | Franklin India Small Cap Fund-Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Franklin India Small Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2622 Cr | ₹13302 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2020 | 13 Jan 2006 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 14.47% |
| Expense Ratio | 1.95 | 1.76 |
| Manager | Rohan Korde | R Janakiraman |
| ISIN Code | INF00XX01713 | INF090I01569 |
| 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 | Franklin India Smaller Companies Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Franklin India Small Cap Fund-Growth |
|---|---|---|
| 1 Month | 2.2% | 3.14% |
| 6 Month | 20.9% | 18.65% |
| 1 Year | -3.23% | -9.15% |
| 3 Year | 24.96% | 20.88% |
| 5 Year | 23.67% | 28.33% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Franklin India Small Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.61% | 2.16% |
| 1 Year | 10.58% | 5.11% |
| 3 Year | 23.27% | 16.53% |
| 5 Year | 21.66% | 20.92% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Franklin India Small Cap Fund-Growth |
|---|---|---|
| 1 Year | 29.83% | 15.03% |
| 3 Year | 24.03% | 16.39% |
| 5 Year | 28.71% | 19.17% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Franklin India Small Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.56% | 14.27% |
| Sharp | 1.04% | 0.96% |
| Beta | 0.80% | 0.8% |
| Alpha | 4.62% | 2.79% |
Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | Franklin India Small Cap Fund-Growth |
|---|---|---|
| Name | Rohan Korde | R Janakiraman |
| Total AUM | ₹4626 Cr | ₹50034 Cr |
| Funds Managed | 10 | 8 |
| ITI Small Cap Fund Regular - Growth | Franklin India Small Cap Fund-Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Franklin India Small Cap Fund-Growth |
|---|---|---|
| Others | 5.97 | 6.42 |
| Small Cap | 66.82 | 80.36 |
| Mid Cap | 22.63 | 8.72 |
| Large Cap | 4.58 | 4.5 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Franklin India Small Cap Fund-Growth |
|---|---|---|
| Others | 2.71 | 5.85 |
| Basic Materials | 18.37 | 10.14 |
| Communication Services | 2.28 | - |
| Consumer Cyclical | 9.05 | 18.85 |
| Financial Services | 16.68 | 17.1 |
| Healthcare | 10.07 | 12.14 |
| Technology | 11.29 | 6.66 |
| Industrials | 22.89 | 16.95 |
| Energy | 0.98 | 0.96 |
| Consumer Defensive | 3.68 | 3.86 |
| Real Estate | 1.99 | 4.57 |
| Utilities | - | 2.94 |
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