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ITI Small Cap Fund Regular vs HDFC Small Cap Fund compare
ITI Small Cap Fund Regular - Growth
HDFC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2622 Cr | ₹36828 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Feb 2020 | 03 Apr 2008 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | % | 10.02% |
| Expense Ratio | 1.95 | 1.57 |
| Manager | Rohan Korde | Dhruv Muchhal |
| ISIN Code | INF00XX01713 | INF179KA1RZ8 |
| 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 | HDFC Small Cap 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 | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 0.92% | 0.43% |
| 6 Month | 10.67% | 15.99% |
| 1 Year | -1.21% | -0.33% |
| 3 Year | 25.46% | 21.7% |
| 5 Year | 24.49% | 29.78% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.84% | 1.32% |
| 1 Year | 10.83% | 14.87% |
| 3 Year | 20.4% | 16.09% |
| 5 Year | 20.08% | 20% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 28.37% | 15.38% |
| 3 Year | 24.22% | 19.84% |
| 5 Year | 28.05% | 17.49% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.55% | 15.31% |
| Sharp | 1.12% | 1.02% |
| Beta | 0.80% | 0.76% |
| Alpha | 5.17% | 2.98% |
Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rohan Korde | Dhruv Muchhal |
| Total AUM | ₹4626 Cr | ₹520687 Cr |
| Funds Managed | 10 | 40 |
| ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.3 | 10.74 |
| Small Cap | 66.21 | 75.89 |
| Mid Cap | 19.73 | 8.72 |
| Large Cap | 4.76 | 4.65 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.51 | 10.19 |
| Basic Materials | 15.73 | 7.07 |
| Communication Services | 2.48 | 1.79 |
| Consumer Cyclical | 8.09 | 19.02 |
| Financial Services | 16.45 | 11.35 |
| Healthcare | 10.83 | 12.29 |
| Technology | 11.39 | 12.85 |
| Industrials | 23.18 | 22.54 |
| Energy | 1.05 | - |
| Consumer Defensive | 3.95 | 2.9 |
| Real Estate | 2.34 | - |
| Utilities | - | 0 |
Top Comparisons
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