ITI Small Cap Fund Regular vs Franklin India Smaller Companies Fund compare

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ITI Small Cap Fund Regular - Growth

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Franklin India Small Cap Fund-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	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)	₹2641 Cr	₹13995 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

Scheme Name	ITI Small Cap Fund Regular - Growth	Franklin India Small Cap Fund-Growth
1 Month	-0.49%	-0.89%
6 Month	12.55%	8.28%
1 Year	0.77%	-6.52%
3 Year	28.99%	25.65%
5 Year	27.88%	33.27%

Scheme Name	ITI Small Cap Fund Regular - Growth	Franklin India Small Cap Fund-Growth
6 Month	10.08%	8.94%
1 Year	12.23%	6.93%
3 Year	26.72%	20.5%
5 Year	23.67%	23.89%

Scheme Name	ITI Small Cap Fund Regular - Growth	Franklin India Small Cap Fund-Growth
1 Year	32.29%	15.45%
3 Year	23.84%	15.98%
5 Year	29.65%	18.64%

Scheme Name	ITI Small Cap Fund Regular - Growth	Franklin India Small Cap Fund-Growth
Standard Deviation	16.72%	14.27%
Sharp	1.43%	1.34%
Beta	0.81%	0.81%
Alpha	5.46%	3.22%

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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

Scheme Name	ITI Small Cap Fund Regular - Growth	Franklin India Small Cap Fund-Growth
Others	5.45	5.67
Small Cap	64.9	80.17
Mid Cap	24.52	8.22
Large Cap	5.12	5.94

Scheme Name	ITI Small Cap Fund Regular - Growth	Franklin India Small Cap Fund-Growth
Others	2.7	5.67
Basic Materials	19.14	9.91
Communication Services	2.31	-
Consumer Cyclical	8.61	17.77
Financial Services	17.37	19.22
Healthcare	9.3	11.03
Technology	11.86	6.38
Industrials	23.27	17.76
Energy	1.02	0.96
Consumer Defensive	3.44	3.77
Real Estate	0.98	4.65
Utilities	0	2.87