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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) | ₹2835 Cr | ₹13790 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 | -4.17% | -4.02% |
| 6 Month | -2.74% | -5.38% |
| 1 Year | -8.11% | -11.24% |
| 3 Year | 23.46% | 18.58% |
| 5 Year | 20.14% | 23.63% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Franklin India Small Cap Fund-Growth |
|---|---|---|
| 6 Month | -3.32% | -3.49% |
| 1 Year | 4.55% | 0.72% |
| 3 Year | 16.5% | 10.15% |
| 5 Year | 18.06% | 16.43% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Franklin India Small Cap Fund-Growth |
|---|---|---|
| 1 Year | 27.24% | 14.39% |
| 3 Year | 24.4% | 17.12% |
| 5 Year | 25.69% | 19.76% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Franklin India Small Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 16.68% | 16.82% |
| Sharp | 1.04% | 0.79% |
| Beta | 0.80% | 0.81% |
| Alpha | 5.73% | 1.54% |
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 | 10.27 | 3.84 |
| Small Cap | 63.3 | 82.43 |
| Large Cap | 5.49 | 5.64 |
| Mid Cap | 20.95 | 8.1 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Franklin India Small Cap Fund-Growth |
|---|---|---|
| Others | 2.33 | 2.53 |
| Basic Materials | 15.89 | 10.48 |
| Communication Services | 2.29 | - |
| Consumer Cyclical | 8.98 | 20.09 |
| Financial Services | 18.09 | 17.93 |
| Healthcare | 10.37 | 10.96 |
| Technology | 11.85 | 7.98 |
| Real Estate | 3.17 | 4.69 |
| Industrials | 22.2 | 17.12 |
| Energy | 1.11 | 1.02 |
| Consumer Defensive | 3.74 | 3.71 |
| Utilities | - | 3.49 |
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