ITI Small Cap Fund Regular vs Nippon India Small Cap Fund compare
                                
                                ITI Small Cap Fund Regular - Growth
                            
                                
                                Nippon India Small Cap Fund - Growth Plan - Bonus Option
                            
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option | 
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option | 
| Investment Plan | Growth | Growth | 
| Level of Risk | Very High | Very High | 
| Asset Size (Cr) | ₹2622 Cr | ₹66136 Cr | 
| Min Investment | ₹5000 | ₹5000 | 
| Min SIP Invesment | ₹500 | ₹100 | 
| Min Addl Investment | ₹1000 | ₹1000 | 
| Launch Date | 14 Feb 2020 | 16 Sep 2010 | 
| Category | Small Cap | Small Cap | 
| Fund Type | Open Ended | Open Ended | 
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI | 
| Turn Over | % | 23% | 
| Expense Ratio | 1.95 | 1.47 | 
| Manager | Rohan Korde | Tejas Sheth | 
| ISIN Code | INF00XX01713 | INF204K01HZ0 | 
| 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 | Exit load of 1% if redeemed within 1 year./365 | 
Trailing Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option | 
|---|---|---|
| 1 Month | 3.52% | - | 
| 6 Month | 13.13% | - | 
| 1 Year | 2.56% | - | 
| 3 Year | 26.68% | - | 
| 5 Year | 25.66% | - | 
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option | 
|---|---|---|
| 6 Month | -0.42% | - | 
| 1 Year | 7.7% | - | 
| 3 Year | 19.57% | - | 
| 5 Year | 19.73% | - | 
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option | 
|---|---|---|
| 1 Year | 28.37% | - | 
| 3 Year | 24.22% | - | 
| 5 Year | 28.05% | - | 
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option | 
|---|---|---|
| Standard Deviation | 16.55% | 16.48% | 
| Sharp | 1.12% | 0.95% | 
| Beta | 0.80% | 0.82% | 
| Alpha | 5.17% | 1.92% | 
Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option | 
|---|---|---|
| Name | Rohan Korde | Tejas Sheth | 
| Total AUM | ₹4626 Cr | ₹89953 Cr | 
| Funds Managed | 10 | 3 | 
| ITI Small Cap Fund Regular - Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option | 
Market Cap
| Scheme Name | 
                                                     ITI Small Cap Fund Regular - Growth  | 
                                            
                                                
                                                     Nippon India Small Cap Fund - Growth Plan - Bonus Option  | 
                                                                                    
                                    
|---|---|---|
| Others | 9.3 | 5.23 | 
| Small Cap | 66.21 | 70 | 
| Mid Cap | 19.73 | 12.83 | 
| Large Cap | 4.76 | 11.94 | 
Sector Allocation
| Scheme Name | 
                                                     ITI Small Cap Fund Regular - Growth  | 
                                                                                            
                                                     Nippon India Small Cap Fund - Growth Plan - Bonus Option  | 
                                                                                    
                                    
|---|---|---|
| Others | 3.43 | 5.23 | 
| Basic Materials | 16.8 | - | 
| Communication Services | 2.48 | - | 
| Consumer Cyclical | 8.09 | - | 
| Financial Services | 16.45 | - | 
| Healthcare | 10.83 | - | 
| Technology | 11.39 | - | 
| Industrials | 23.18 | - | 
| Energy | 1.05 | - | 
| Consumer Defensive | 3.95 | - | 
| Real Estate | 2.34 | - | 
| IT - Services | - | 2.62 | 
| Telecom - Equipment & Accessories | - | 1.27 | 
| Consumer Durables | - | 7.21 | 
| Industrial Products | - | 9.04 | 
| Textiles & Apparels | - | 2.62 | 
| Electrical Equipment | - | 7.25 | 
| Diversified FMCG | - | 0.41 | 
| Pharmaceuticals & Biotechnology | - | 4.89 | 
| Banks | - | 5.79 | 
| Realty | - | 0.58 | 
| Chemicals & Petrochemicals | - | 3.55 | 
| IT - Software | - | 2.46 | 
| Leisure Services | - | 1.54 | 
| Paper, Forest & Jute Products | - | 1.08 | 
| Industrial Manufacturing | - | 2.63 | 
| Aerospace & Defense | - | 1.69 | 
| Transport Services | - | 0.49 | 
| Cement & Cement Products | - | 1.24 | 
| Fertilizers & Agrochemicals | - | 1.79 | 
| Capital Markets | - | 4.66 | 
| Construction | - | 3.26 | 
| Power | - | 1.84 | 
| Media | - | 0.08 | 
| IT - Hardware | - | 0.06 | 
| Healthcare Services | - | 2.27 | 
| Agricultural Food & other Products | - | 1.89 | 
| Finance | - | 2.98 | 
| Other Consumer Services | - | 1.15 | 
| Petroleum Products | - | 0.27 | 
| Entertainment | - | 0.51 | 
| Diversified Metals | - | 0.86 | 
| Retailing | - | 1.32 | 
| Food Products | - | 1.4 | 
| Auto Components | - | 6.15 | 
| Commercial Services & Supplies | - | 0.94 | 
| Household Products | - | 1.13 | 
| Telecom - Services | - | 0.69 | 
| Diversified | - | 0.11 | 
| Consumable Fuels | - | 0.56 | 
| Personal Products | - | 1.15 | 
| Beverages | - | 1.23 | 
| Automobiles | - | 0.15 | 
| Other Utilities | - | 0.82 | 
| Insurance | - | 0.58 | 
| Agricultural, Commercial & Construction Vehicles | - | 0.4 | 
| Ferrous Metals | - | 0.16 | 
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