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ITI Small Cap Fund Regular vs Sundaram Small Cap Fund Regular Plan compare
ITI Small Cap Fund Regular - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2622 Cr | ₹3341 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Feb 2020 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 22% |
| Expense Ratio | 1.95 | 1.97 |
| Manager | Rohan Korde | Rohit Seksaria |
| ISIN Code | INF00XX01713 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.29% | 3.29% |
| 6 Month | 11.88% | 14.92% |
| 1 Year | 1.68% | 1.62% |
| 3 Year | 26.42% | 20.75% |
| 5 Year | 25.46% | 27.58% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.61% | 0.96% |
| 1 Year | 7.1% | 11.29% |
| 3 Year | 19.26% | 15.17% |
| 5 Year | 19.65% | 18.05% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 28.37% | 14.64% |
| 3 Year | 24.22% | 18.25% |
| 5 Year | 28.05% | 15.68% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.55% | 15.71% |
| Sharp | 1.12% | 0.87% |
| Beta | 0.80% | 0.77% |
| Alpha | 5.17% | 0.87% |
Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Rohit Seksaria |
| Total AUM | ₹4626 Cr | ₹0 Cr |
| Funds Managed | 10 | 15 |
| ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.3 | 8.28 |
| Small Cap | 66.21 | 84.1 |
| Mid Cap | 19.73 | 1.7 |
| Large Cap | 4.76 | 5.92 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.43 | 6.01 |
| Basic Materials | 16.8 | 7.98 |
| Communication Services | 2.48 | 5.47 |
| Consumer Cyclical | 8.09 | 21.13 |
| Financial Services | 16.45 | 18.08 |
| Healthcare | 10.83 | 12.08 |
| Technology | 11.39 | 4.45 |
| Industrials | 23.18 | 18.55 |
| Energy | 1.05 | - |
| Consumer Defensive | 3.95 | 2.7 |
| Real Estate | 2.34 | 2.41 |
| Utilities | - | 1.14 |
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