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ITI Small Cap Fund Regular vs LIC MF Small Cap Fund Regular compare
ITI Small Cap Fund Regular - Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2622 Cr | ₹632 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 14 Feb 2020 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | % |
| Expense Ratio | 1.95 | 2.42 |
| Manager | Rohan Korde | Yogesh Patil |
| ISIN Code | INF00XX01713 | INF397L01JW3 |
| 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 | LIC MF 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 | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.92% | -1.67% |
| 6 Month | 10.67% | 9.63% |
| 1 Year | -1.21% | -9.66% |
| 3 Year | 25.46% | 17.07% |
| 5 Year | 24.49% | 26.66% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.84% | 0.01% |
| 1 Year | 10.83% | 2.95% |
| 3 Year | 20.4% | 13.28% |
| 5 Year | 20.08% | 17.12% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 28.37% | 11.6% |
| 3 Year | 24.22% | 23.69% |
| 5 Year | 28.05% | 21.7% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.55% | 18.26% |
| Sharp | 1.12% | 0.64% |
| Beta | 0.80% | 0.88% |
| Alpha | 5.17% | -2.83% |
Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Rohan Korde | Yogesh Patil |
| Total AUM | ₹4626 Cr | ₹5898 Cr |
| Funds Managed | 10 | 7 |
| ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 9.3 | 4.07 |
| Small Cap | 66.21 | 82.8 |
| Mid Cap | 19.73 | 7.81 |
| Large Cap | 4.76 | 5.33 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 4.51 | 2.9 |
| Basic Materials | 15.73 | 15.65 |
| Communication Services | 2.48 | 0.72 |
| Consumer Cyclical | 8.09 | 15.48 |
| Financial Services | 16.45 | 6.66 |
| Healthcare | 10.83 | 6.91 |
| Technology | 11.39 | 7.3 |
| Industrials | 23.18 | 31.79 |
| Energy | 1.05 | - |
| Consumer Defensive | 3.95 | 6.4 |
| Real Estate | 2.34 | - |
| Utilities | - | 6.18 |
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