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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) | ₹2819 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 | -0.79% | -0.15% |
| 6 Month | -1.13% | -1.62% |
| 1 Year | -4.02% | -13.19% |
| 3 Year | 27.19% | 18.73% |
| 5 Year | 20.29% | 22.67% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -3.97% | -5.19% |
| 1 Year | 1.54% | -4.72% |
| 3 Year | 15.97% | 9.15% |
| 5 Year | 18.22% | 14.67% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 26.82% | 9.96% |
| 3 Year | 24.35% | 23.41% |
| 5 Year | 25.49% | 22.73% |
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 | 10.84 | 6.13 |
| Small Cap | 62.28 | 83.09 |
| Large Cap | 4.45 | 4.76 |
| Mid Cap | 22.43 | 6.02 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 1.88 | 2.32 |
| Basic Materials | 13.85 | 14.5 |
| Communication Services | 2.1 | 1.06 |
| Consumer Cyclical | 10.74 | 14.95 |
| Financial Services | 21.12 | 7.47 |
| Healthcare | 10.16 | 7.67 |
| Technology | 11.02 | 6.47 |
| Real Estate | 2.95 | 0.53 |
| Industrials | 21.25 | 31.13 |
| Energy | 1.1 | - |
| Consumer Defensive | 3.84 | 8.52 |
| Utilities | - | 5.39 |
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