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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) | ₹2835 Cr | ₹38412 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 | -3.5% | -3.69% |
| 6 Month | -1.38% | 1.51% |
| 1 Year | -6.17% | -3.32% |
| 3 Year | 23.88% | 19.56% |
| 5 Year | 20.65% | 25.82% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.47% | -1.73% |
| 1 Year | 6.67% | 9.86% |
| 3 Year | 17.39% | 13.31% |
| 5 Year | 18.62% | 18.23% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 27.24% | 14.92% |
| 3 Year | 24.4% | 20.01% |
| 5 Year | 25.69% | 17.67% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.68% | 15.43% |
| Sharp | 1.04% | 0.88% |
| Beta | 0.80% | 0.76% |
| Alpha | 5.73% | 2.62% |
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 | 10.27 | 11.15 |
| Small Cap | 63.3 | 74.68 |
| Large Cap | 5.49 | 5.15 |
| Mid Cap | 20.95 | 9.02 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.33 | 10.41 |
| Basic Materials | 16.72 | 6.64 |
| Communication Services | 2.29 | 1.87 |
| Consumer Cyclical | 8.98 | 18.78 |
| Financial Services | 18.09 | 11.86 |
| Healthcare | 10.37 | 12.32 |
| Technology | 11.85 | 13.39 |
| Industrials | 22.2 | 21.41 |
| Energy | 1.11 | - |
| Consumer Defensive | 3.74 | 3.31 |
| Real Estate | 2.33 | - |
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