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) | ₹2254 Cr | ₹3168 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 | 5.47% | 7.69% |
6 Month | -0.26% | 0.21% |
1 Year | 8.51% | 7.56% |
3 Year | 29.81% | 24.48% |
5 Year | 32.44% | 36.18% |
SIP Return Analysis
Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.01% | 6.93% |
1 Year | 1.13% | 3.3% |
3 Year | 26.65% | 19.95% |
5 Year | 23.54% | 22.7% |
Rolling Lumpsum Returns
Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 33.84% | 16.78% |
3 Year | 23.8% | 18.05% |
5 Year | 19.48% | 15.38% |
Risk Management
Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.273% | 14.09% |
Sharp | 0.897% | 0.69% |
Beta | 0.804% | 0.77% |
Alpha | 3.041% | 1.31% |
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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 | 5.7 | 6.13 |
Small Cap | 64.41 | 84.96 |
Large Cap | 6.4 | 6.23 |
Mid Cap | 23.49 | 2.15 |
Sector Allocation
Scheme Name |
ITI Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.78 | 6.13 |
Technology | 12.3 | - |
Basic Materials | 18.33 | - |
Communication Services | 2.22 | - |
Financial Services | 15.64 | - |
Consumer Cyclical | 8.19 | - |
Healthcare | 8.75 | - |
Industrials | 22.57 | - |
Energy | 1.09 | - |
Consumer Defensive | 5.09 | - |
Utilities | 0 | - |
Real Estate | 1.04 | - |
Capital Markets | - | 3.69 |
Auto Components | - | 6.36 |
Construction | - | 2.73 |
IT - Services | - | 5.03 |
Industrial Manufacturing | - | 1.28 |
Retailing | - | 1.73 |
Banks | - | 7.41 |
Chemicals & Petrochemicals | - | 2.82 |
Consumer Durables | - | 7.87 |
IT - Software | - | 2.54 |
Pharmaceuticals & Biotechnology | - | 5.55 |
Agricultural Food & other Products | - | 2.19 |
Industrial Products | - | 8.5 |
Fertilizers & Agrochemicals | - | 2.1 |
Finance | - | 6.93 |
Automobiles | - | 0.63 |
Healthcare Services | - | 4.43 |
Entertainment | - | 0.95 |
Gas | - | 1.22 |
Leisure Services | - | 3.57 |
Cement & Cement Products | - | 1.79 |
Other Consumer Services | - | 1.17 |
Electrical Equipment | - | 1.53 |
Insurance | - | 0.87 |
Personal Products | - | 1.21 |
Other Utilities | - | 1.4 |
Realty | - | 3.16 |
Transport Infrastructure | - | 1.56 |
Aerospace & Defense | - | 1.83 |
Textiles & Apparels | - | 0.79 |
Beverages | - | 0.5 |
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