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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) | ₹2835 Cr | ₹16203 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 | -3.61% | -3.18% |
| 6 Month | -0.22% | -3.36% |
| 1 Year | -6.89% | -14.69% |
| 3 Year | 23.69% | 17.35% |
| 5 Year | 19.72% | 24.49% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.97% | -5.18% |
| 1 Year | 1.54% | -3.27% |
| 3 Year | 15.97% | 8.26% |
| 5 Year | 18.22% | 15.53% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 26.82% | 15.24% |
| 3 Year | 24.35% | 22.35% |
| 5 Year | 25.49% | 17.1% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.68% | 18.31% |
| Sharp | 1.04% | 0.66% |
| Beta | 0.80% | 0.90% |
| Alpha | 5.73% | -0.89% |
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 | 10.84 | 4.94 |
| Small Cap | 62.28 | 74.91 |
| Large Cap | 4.45 | 2.01 |
| Mid Cap | 22.43 | 18.14 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.88 | 2.15 |
| Basic Materials | 13.85 | 7.05 |
| Communication Services | 2.1 | - |
| Consumer Cyclical | 10.74 | 17.14 |
| Financial Services | 21.12 | 20.3 |
| Healthcare | 10.16 | 9.46 |
| Technology | 11.02 | 10.63 |
| Real Estate | 2.95 | 4.6 |
| Industrials | 21.25 | 23.58 |
| Energy | 1.1 | 0.86 |
| Consumer Defensive | 3.84 | 4.24 |
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