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ITI Small Cap Fund Regular vs HSBC Small Cap Fund compare
ITI Small Cap Fund Regular - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2622 Cr | ₹16536 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2020 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | % | 15% |
| Expense Ratio | 1.95 | 1.67 |
| Manager | Rohan Korde | Venugopal Manghat |
| ISIN Code | INF00XX01713 | INF917K01QC7 |
| 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 | HSBC 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 | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.73% | 4.86% |
| 6 Month | 21.52% | 20.72% |
| 1 Year | -2.88% | -8.1% |
| 3 Year | 25.88% | 19.91% |
| 5 Year | 23.6% | 29.29% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.61% | 3.74% |
| 1 Year | 10.58% | 5.14% |
| 3 Year | 23.27% | 15.77% |
| 5 Year | 21.66% | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 29.83% | 16.64% |
| 3 Year | 24.03% | 22.95% |
| 5 Year | 28.71% | 16.64% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.56% | 18.19% |
| Sharp | 1.04% | 0.68% |
| Beta | 0.80% | 0.91% |
| Alpha | 4.62% | -1.90% |
Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rohan Korde | Venugopal Manghat |
| Total AUM | ₹4626 Cr | ₹41442 Cr |
| Funds Managed | 10 | 7 |
| ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.97 | 3.42 |
| Small Cap | 66.82 | 72.11 |
| Mid Cap | 22.63 | 22.31 |
| Large Cap | 4.58 | 2.16 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.71 | 3.42 |
| Basic Materials | 18.37 | 11.06 |
| Communication Services | 2.28 | - |
| Consumer Cyclical | 9.05 | 15.6 |
| Financial Services | 16.68 | 16.18 |
| Healthcare | 10.07 | 7.18 |
| Technology | 11.29 | 8.65 |
| Industrials | 22.89 | 28.92 |
| Energy | 0.98 | 0.9 |
| Consumer Defensive | 3.68 | 4.31 |
| Real Estate | 1.99 | 3.79 |
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