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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) | ₹2680 Cr | ₹36353 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 | -3.46% | -2.48% |
| 6 Month | 16.21% | 16.29% |
| 1 Year | 2.43% | 3.14% |
| 3 Year | 26.61% | 23.83% |
| 5 Year | 25.32% | 31% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.25% | 7.54% |
| 1 Year | 4.37% | 9.68% |
| 3 Year | 22.96% | 18.16% |
| 5 Year | 21.57% | 22.21% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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 | 0.80% | 0.78% |
| Alpha | 5.30% | 3.15% |
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 | 5.97 | 9.49 |
| Small Cap | 66.82 | 78.55 |
| Mid Cap | 22.63 | 8.23 |
| Large Cap | 4.58 | 3.74 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.71 | 8.93 |
| Basic Materials | 18.37 | 7.92 |
| Communication Services | 2.28 | 1.75 |
| Consumer Cyclical | 9.05 | 18.21 |
| Financial Services | 16.68 | 11.31 |
| Healthcare | 10.07 | 12.61 |
| Technology | 11.29 | 13.07 |
| Industrials | 22.89 | 23.59 |
| Energy | 0.98 | - |
| Consumer Defensive | 3.68 | 2.24 |
| Real Estate | 1.99 | - |
| Utilities | - | 0.36 |
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