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ITI Small Cap Fund Regular vs Quant Small Cap Fund compare
ITI Small Cap Fund Regular - Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2622 Cr | ₹25183 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2020 | 30 Oct 1996 |
| 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 | 1.6 |
| Manager | Rohan Korde | Sanjeev Sharma |
| ISIN Code | INF00XX01713 | INF966L01AA0 |
| 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 | Quant 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 | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 0.09% | 0.3% |
| 6 Month | 12.56% | 10.84% |
| 1 Year | -0.13% | -3.91% |
| 3 Year | 26.2% | 23.38% |
| 5 Year | 24.18% | 33.54% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.84% | 1.31% |
| 1 Year | 10.83% | 9.33% |
| 3 Year | 20.4% | 15.19% |
| 5 Year | 20.08% | 21.13% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 27.49% | 9.83% |
| 3 Year | 24.33% | 10.54% |
| 5 Year | 27.38% | 10.63% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.55% | 18.497% |
| Sharp | 1.12% | 0.792% |
| Beta | 0.80% | 0.929% |
| Alpha | 5.17% | 1.342% |
Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rohan Korde | Sanjeev Sharma |
| Total AUM | ₹4626 Cr | ₹39731 Cr |
| Funds Managed | 10 | 22 |
| ITI Small Cap Fund Regular - Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.3 | 16.55 |
| Small Cap | 66.21 | 63.1 |
| Mid Cap | 19.73 | 0.52 |
| Large Cap | 4.76 | 19.83 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.51 | 9.04 |
| Basic Materials | 15.73 | 8.01 |
| Communication Services | 2.48 | 2.91 |
| Consumer Cyclical | 8.09 | 12.69 |
| Financial Services | 16.45 | 17.06 |
| Healthcare | 10.83 | 14.71 |
| Technology | 11.39 | 2.46 |
| Industrials | 23.18 | 6.74 |
| Energy | 1.05 | 16.38 |
| Consumer Defensive | 3.95 | 4.41 |
| Real Estate | 2.34 | 2.61 |
| Utilities | - | 2.98 |
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