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ITI Small Cap Fund Regular vs Invesco India Smallcap Fund compare
ITI Small Cap Fund Regular - Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2835 Cr | ₹8720 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2020 | 30 Oct 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | % | 47% |
| Expense Ratio | 1.95 | 1.78 |
| Manager | Rohan Korde | Aditya Khemani |
| ISIN Code | INF00XX01713 | INF205K011T7 |
| 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 | Invesco India Smallcap 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 | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.29% | -0.51% |
| 6 Month | 2.59% | 5.6% |
| 1 Year | -1.49% | 1.09% |
| 3 Year | 24.97% | 24.23% |
| 5 Year | 21.69% | 27.57% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.33% | 1.67% |
| 1 Year | 10.74% | 14.5% |
| 3 Year | 19.56% | 20.94% |
| 5 Year | 19.98% | 22.33% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 27.35% | 22.24% |
| 3 Year | 24.38% | 27.56% |
| 5 Year | 26.26% | 30.24% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.55% | 16.24% |
| Sharp | 1.12% | 1.08% |
| Beta | 0.80% | 0.79% |
| Alpha | 5.17% | 4.43% |
Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Aditya Khemani |
| Total AUM | ₹4626 Cr | ₹12070 Cr |
| Funds Managed | 10 | 3 |
| ITI Small Cap Fund Regular - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.27 | 15.17 |
| Small Cap | 63.3 | 61.39 |
| Large Cap | 5.49 | 9.96 |
| Mid Cap | 20.95 | 13.49 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.33 | 2.64 |
| Basic Materials | 16.72 | 6.13 |
| Communication Services | 2.29 | - |
| Consumer Cyclical | 8.98 | 18.6 |
| Financial Services | 18.09 | 27.01 |
| Healthcare | 10.37 | 17.83 |
| Technology | 11.85 | 4.29 |
| Industrials | 22.2 | 16.3 |
| Energy | 1.11 | 0.38 |
| Consumer Defensive | 3.74 | 1.24 |
| Real Estate | 2.33 | 5.57 |
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