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ITI Small Cap Fund Regular vs Tata Small Cap Fund compare
ITI Small Cap Fund Regular - Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹2835 Cr | ₹11792 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2020 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 4.59% |
| Expense Ratio | 1.95 | 1.7 |
| Manager | Rohan Korde | Chandraprakash Padiyar |
| ISIN Code | INF00XX01713 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -3.5% | -6.57% |
| 6 Month | -1.38% | -7.14% |
| 1 Year | -6.17% | -15.45% |
| 3 Year | 23.88% | 14.64% |
| 5 Year | 20.65% | 23.76% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.47% | -7.96% |
| 1 Year | 6.67% | -8.9% |
| 3 Year | 17.39% | 7% |
| 5 Year | 18.62% | 14.45% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 27.24% | 21.92% |
| 3 Year | 24.4% | 28.24% |
| 5 Year | 25.69% | 29.97% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.68% | 16.32% |
| Sharp | 1.04% | 0.59% |
| Beta | 0.80% | 0.77% |
| Alpha | 5.73% | -1.52% |
Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rohan Korde | Chandraprakash Padiyar |
| Total AUM | ₹4626 Cr | ₹15627 Cr |
| Funds Managed | 10 | 3 |
| ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.27 | 18.19 |
| Small Cap | 63.3 | 74.45 |
| Large Cap | 5.49 | - |
| Mid Cap | 20.95 | 7.36 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.33 | 12.98 |
| Basic Materials | 15.89 | 18.09 |
| Communication Services | 2.29 | - |
| Consumer Cyclical | 8.98 | 17.84 |
| Financial Services | 18.09 | 5.66 |
| Healthcare | 10.37 | 5.46 |
| Technology | 11.85 | 6.66 |
| Real Estate | 3.17 | 4.44 |
| Industrials | 22.2 | 25.91 |
| Energy | 1.11 | - |
| Consumer Defensive | 3.74 | 1.77 |
| Utilities | - | 1.2 |
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