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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 | ₹3282 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 | 2% | 3.83% |
| 6 Month | 20.01% | 21.9% |
| 1 Year | -3.12% | -2.23% |
| 3 Year | 24.8% | 19.05% |
| 5 Year | 24.82% | 28.27% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.61% | 5.06% |
| 1 Year | 10.58% | 13.21% |
| 3 Year | 23.27% | 18.18% |
| 5 Year | 21.66% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 29.83% | 15.05% |
| 3 Year | 24.03% | 18.08% |
| 5 Year | 28.71% | 15.62% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.56% | 14.09% |
| Sharp | 1.04% | 0.84% |
| Beta | 0.80% | 0.77% |
| Alpha | 4.62% | 0.54% |
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 | 5.97 | 7.93 |
| Small Cap | 66.82 | 85.57 |
| Mid Cap | 22.63 | 0.97 |
| Large Cap | 4.58 | 5.53 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.71 | 5.89 |
| Basic Materials | 18.37 | 8.13 |
| Communication Services | 2.28 | 5.23 |
| Consumer Cyclical | 9.05 | 20.38 |
| Financial Services | 16.68 | 19.02 |
| Healthcare | 10.07 | 11.84 |
| Technology | 11.29 | 3.41 |
| Industrials | 22.89 | 19.06 |
| Energy | 0.98 | - |
| Consumer Defensive | 3.68 | 3.24 |
| Real Estate | 1.99 | 2.66 |
| Utilities | - | 1.15 |
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