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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) | ₹2793 Cr | ₹11324 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 | -3.33% | -4.04% |
| 6 Month | -7.1% | -15.62% |
| 1 Year | 4.56% | -5.94% |
| 3 Year | 24.74% | 14.42% |
| 5 Year | 18.36% | 21.86% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.36% | -4.61% |
| 1 Year | 5.52% | -6.12% |
| 3 Year | 14.3% | 5.51% |
| 5 Year | 17.51% | 13.12% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 25.65% | 20.4% |
| 3 Year | 24.38% | 28.09% |
| 5 Year | 25.11% | 29.52% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.63% | 13.28% |
| Sharp | 1.09% | 0.61% |
| Beta | 0.8% | 0.76% |
| Alpha | 5.49% | -2.01% |
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 | 13.78 | 14.16 |
| Small Cap | 61.24 | 77.85 |
| Large Cap | 3.25 | - |
| Mid Cap | 21.73 | 8 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.59 | 9.79 |
| Basic Materials | 14.88 | 17.18 |
| Communication Services | 1.35 | - |
| Consumer Cyclical | 11.61 | 17.09 |
| Financial Services | 21.98 | 6.24 |
| Healthcare | 10.3 | 5.97 |
| Technology | 9.18 | 6.27 |
| Real Estate | 2.68 | 4.06 |
| Industrials | 21.33 | 30.21 |
| Energy | 1.21 | - |
| Consumer Defensive | 3.87 | 1.87 |
| Utilities | - | 1.32 |
Top Comparisons
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