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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 | Very High |
| Asset Size (Cr) | ₹2254 Cr | ₹8883 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 | 5.64% | 4.4% |
| 6 Month | -0.48% | -8.35% |
| 1 Year | 10.18% | 5.55% |
| 3 Year | 30.41% | 24.12% |
| 5 Year | 31.17% | 35.92% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.46% | -6.2% |
| 1 Year | -13.33% | -19.38% |
| 3 Year | 21.04% | 13.76% |
| 5 Year | 20.48% | 21.24% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 33.84% | 28.19% |
| 3 Year | 23.8% | 29.82% |
| 5 Year | 19.48% | 28.63% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.273% | 15.861% |
| Sharp | 0.897% | 0.793% |
| Beta | 0.804% | 0.736% |
| Alpha | 3.041% | 3.356% |
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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 | 5.7 | 7.03 |
| Small Cap | 64.41 | 84.22 |
| Large Cap | 6.4 | - |
| Mid Cap | 23.49 | 8.75 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.78 | 8.25 |
| Technology | 12.3 | 5.85 |
| Basic Materials | 18.33 | 18.16 |
| Communication Services | 2.22 | - |
| Financial Services | 15.64 | 8.32 |
| Consumer Cyclical | 8.19 | 15.97 |
| Healthcare | 8.75 | 10.59 |
| Industrials | 22.57 | 24.35 |
| Energy | 1.09 | - |
| Consumer Defensive | 5.09 | 3.84 |
| Utilities | 0 | 0.82 |
| Real Estate | 1.04 | 3.86 |
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