ITI Small Cap Fund Regular vs Sundaram Small Cap Fund Regular Plan compare

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ITI Small Cap Fund Regular - Growth

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Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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%

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%

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%

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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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

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

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