ITI Small Cap Fund Regular - Growth ITI Small Cap Fund Regular - Growth

ITI Small Cap Fund Regular - Growth

  • Current NAV

    ₹24.94 0.2013%

    03-05-2024
  • Annual Returns

    68.88%

  • Min. SIP ₹500

    Min. Investment ₹5000

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Calculate SIP Returns of ITI Small Cap Fund Regular - Growth

Monthly SIP Target Amount

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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 1.14% 1.08% 0.34%
1M 5.67% 5.36% 0.87%
3M 7.68% 5.21% 3.77%
6M 34.68% 23.95% 18.62%
1Y 68.88% 52.44% 26.18%
2Y 35.61% 27.24% 16.52%
3Y 24.66% 28.78% 17.01%
5Y 0% 26.96% 15.41%
ALL 24.39% 21.73% 14.1%

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Risk scale

Average

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Fund Managers

Rohan Korde
Rohan Korde

Fund Manage - 10

Total AUM. - 4191Cr.

Tanay Gabhawala
Tanay Gabhawala

Fund Manage - 10

Total AUM. - 4490Cr.

Dhimant Shah
Dhimant Shah

Fund Manage - 8

Total AUM. - 3943Cr.

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Portfolio Analysis

Equity99.3% Others0.24%

Market Cap

Top 5 Sectors

Capital Goods

Financial

Healthcare

Services

Metals & Mining

Top 5 Companies

Jindal Stainless Ltd.

NCC Ltd.

Kirloskar Oil Engines Ltd.

Inox Wind Ltd.

KPIT Technologies Ltd.

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From

ITI Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
ITI Small Cap Fund Regular - Growth 5.67% 7.68% 34.68% 68.88% 0%
ITI Mid Cap Fund Regular - Growth 4.54% 9.4% 41.34% 67.96% 0%
ITI ELSS Tax Saver Fund Regular - Growth 5.94% 10.53% 34.77% 56.6% 0%
ITI Multi Cap Fund Regular - Growth 2.04% 6.1% 30.31% 53.66% 0%
ITI Flexi Cap Fund Regular - Growth 3.66% 7.51% 31.18% 52.95% 0%
ITI Value Fund Regular - Growth 3.26% 8.04% 32.53% 52.82% 0%
ITI Pharma and Healthcare Fund Regular - Growth -0.6% 5.45% 26.19% 46.17% 0%
ITI Large Cap Fund Regular - Growth 3.25% 8.89% 29.04% 40.08% 0%
See More About ITI Mutual Fund

Top Fund's Comparisions

SBI Small Cap Fund - Regular Plan - Growth

3Y Returns24.9%

AUM 23717Cr.

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Returns28.92%

AUM 7821Cr.

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Tata Small Cap Fund-Regular Plan-Growth

3Y Returns31.54%

AUM 5819Cr.

VS

Axis Small Cap Fund - Regular Plan - Growth

Returns25.63%

AUM 18616Cr.

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Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns35.61%

AUM 43816Cr.

VS

Quant Small Cap Fund-Growth

Returns38.3%

AUM 13002Cr.

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ICICI Prudential Infrastructure Fund - Growth

3Y Returns41.97%

AUM 3693Cr.

VS

HDFC Infrastructure Fund - Growth Plan

Returns41.37%

AUM 1311Cr.

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Suitability

This fund is suitable for those investors
  • PurposePurpose
  • Ideal for long-term, high wealth creation, catering to investors seeking substantial growth
  • StrategyStrategy
  • Focuses on investing in rapidly growing companies or undiscovered gems poised to become future market leaders
  • DurationDuration
  • A minimum investment period of 5 years is recommended to navigate market cycles and capitalize on the fund
  • Risk ToleranceRisk Tolerance
  • Anticipates high volatility with potential downturns of 25-35% in extreme market conditions, usually rebounding within 2-3 years.
  • Returns ExpectationReturns Expectation
  • Aims for a 15-18% compounded annual growth rate (CAGR), pursuing a balance between significant growth potential and manageable risk.

Frequently Asked Questions

What is ITI small Fund?

ITI Small Cap Fund Regular - Growth is a fund scheme from ITI mutual fund.

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