- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2835 Cr | ₹619 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | -4.17% | -4.46% |
| 6 Month | -2.74% | -4.2% |
| 1 Year | -8.11% | -15.8% |
| 3 Year | 23.46% | 14.91% |
| 5 Year | 20.14% | 23% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -3.32% | -4.84% |
| 1 Year | 4.55% | -3.59% |
| 3 Year | 16.5% | 9.48% |
| 5 Year | 18.06% | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 27.24% | 10.25% |
| 3 Year | 24.4% | 23.45% |
| 5 Year | 25.69% | 22.65% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.68% | 18.47% |
| Sharp | 1.04% | 0.56% |
| Beta | 0.80% | 0.88% |
| Alpha | 5.73% | -2.38% |
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 | 10.27 | 6.13 |
| Small Cap | 63.3 | 83.09 |
| Large Cap | 5.49 | 4.76 |
| Mid Cap | 20.95 | 6.02 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 2.33 | 2.32 |
| Basic Materials | 15.89 | 14.5 |
| Communication Services | 2.29 | 1.06 |
| Consumer Cyclical | 8.98 | 14.95 |
| Financial Services | 18.09 | 7.47 |
| Healthcare | 10.37 | 7.67 |
| Technology | 11.85 | 6.47 |
| Real Estate | 3.17 | 0.53 |
| Industrials | 22.2 | 31.13 |
| Energy | 1.11 | - |
| Consumer Defensive | 3.74 | 8.52 |
| Utilities | - | 5.39 |
Top Comparisons
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.04%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns18.71%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns19.09%
DSP Quant Fund - Regular Plan - Growth
3Y Returns11.06%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.71%
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns7.4%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns17.56%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
