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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) | ₹2819 Cr | ₹38020 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 | -0.97% | -0.94% |
| 6 Month | 0.14% | 3.33% |
| 1 Year | -3.85% | 0.18% |
| 3 Year | 25.88% | 21.36% |
| 5 Year | 21.19% | 26.19% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.97% | -3.48% |
| 1 Year | 1.54% | 6.45% |
| 3 Year | 15.97% | 12.55% |
| 5 Year | 18.22% | 17.99% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 26.82% | 14.77% |
| 3 Year | 24.35% | 20% |
| 5 Year | 25.49% | 17.7% |
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 | 10.84 | 11.69 |
| Small Cap | 62.28 | 73.73 |
| Large Cap | 4.45 | 5.67 |
| Mid Cap | 22.43 | 8.91 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.88 | 11.01 |
| Basic Materials | 13.85 | 6.86 |
| Communication Services | 2.1 | 1.63 |
| Consumer Cyclical | 10.74 | 18.73 |
| Financial Services | 21.12 | 12.58 |
| Healthcare | 10.16 | 11.87 |
| Technology | 11.02 | 12.89 |
| Real Estate | 2.95 | - |
| Industrials | 21.25 | 20.79 |
| Energy | 1.1 | - |
| Consumer Defensive | 3.84 | 3.66 |
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