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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 | ₹604 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 | 2.73% | 7.8% |
| 6 Month | 21.52% | 19.52% |
| 1 Year | -2.88% | -7.7% |
| 3 Year | 25.88% | 17.94% |
| 5 Year | 23.6% | 27.17% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.61% | 5.1% |
| 1 Year | 10.58% | 5.49% |
| 3 Year | 23.27% | 17.19% |
| 5 Year | 21.66% | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 29.83% | 12.25% |
| 3 Year | 24.03% | 23.93% |
| 5 Year | 28.71% | 21.05% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.56% | 18.31% |
| Sharp | 1.04% | 0.56% |
| Beta | 0.80% | 0.90% |
| Alpha | 4.62% | -3.83% |
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 | 5.97 | 8.77 |
| Small Cap | 66.82 | 77.84 |
| Mid Cap | 22.63 | 9.57 |
| Large Cap | 4.58 | 3.82 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 2.71 | 8.77 |
| Basic Materials | 18.37 | 11.99 |
| Communication Services | 2.28 | 1.54 |
| Consumer Cyclical | 9.05 | 14.94 |
| Financial Services | 16.68 | 6.74 |
| Healthcare | 10.07 | 4.1 |
| Technology | 11.29 | 6.07 |
| Industrials | 22.89 | 31.47 |
| Energy | 0.98 | - |
| Consumer Defensive | 3.68 | 7.79 |
| Real Estate | 1.99 | 0.07 |
| Utilities | - | 6.52 |
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