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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) | ₹2622 Cr | ₹11637 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 | -1.37% | -4.22% |
| 6 Month | 9.68% | 6.41% |
| 1 Year | -2.29% | -11.6% |
| 3 Year | 26.33% | 19.74% |
| 5 Year | 24.69% | 29.2% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.55% | -3.01% |
| 1 Year | 9.75% | -0.6% |
| 3 Year | 21.31% | 13.23% |
| 5 Year | 20.87% | 18.93% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 28.37% | 23.4% |
| 3 Year | 24.22% | 28.5% |
| 5 Year | 28.05% | 30.65% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.50% | 16.04% |
| Sharp | 1.08% | 0.82% |
| Beta | 0.80% | 0.78% |
| Alpha | 4.60% | 0.42% |
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 | 9.3 | 17.27 |
| Small Cap | 66.21 | 76.22 |
| Mid Cap | 19.73 | 6.51 |
| Large Cap | 4.76 | - |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.43 | 11.94 |
| Basic Materials | 16.8 | 19.12 |
| Communication Services | 2.48 | - |
| Consumer Cyclical | 8.09 | 17.32 |
| Financial Services | 16.45 | 4.77 |
| Healthcare | 10.83 | 7.47 |
| Technology | 11.39 | 6.74 |
| Industrials | 23.18 | 24.95 |
| Energy | 1.05 | - |
| Consumer Defensive | 3.95 | 1.79 |
| Real Estate | 2.34 | 4.7 |
| Utilities | - | 1.19 |
Top Comparisons
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