ITI Small Cap Fund Regular vs HDFC Small Cap Fund compare

Link copied to clipboard!

ITI Small Cap Fund Regular - Growth

Invest Now

HDFC Small Cap Fund Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2641 Cr	₹35781 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

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
1 Month	-1.89%	-1.16%
6 Month	8.38%	10.73%
1 Year	1.25%	1.93%
3 Year	27.98%	24.87%
5 Year	27.26%	32.41%

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
6 Month	8.4%	10.8%
1 Year	7.12%	11.18%
3 Year	24.25%	19.25%
5 Year	22.29%	23.07%

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
1 Year	29.83%	15.84%
3 Year	24.03%	19.76%
5 Year	28.71%	17.3%

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
Standard Deviation	16.33%	15.41%
Sharp	1.25%	1.16%
Beta	0.81%	0.80%
Alpha	5.46%	2.79%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
Others	5.45	7.22
Small Cap	64.9	80.6
Mid Cap	24.52	8.23
Large Cap	5.12	3.95

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
Others	2.7	6.62
Basic Materials	19.14	7.29
Communication Services	2.31	1.81
Consumer Cyclical	8.61	17.8
Financial Services	17.37	14.12
Healthcare	9.3	12.19
Technology	11.86	13.89
Industrials	23.27	23.98
Energy	1.02	-
Consumer Defensive	3.44	1.93
Real Estate	0.98	-
Utilities	0	0.37