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ITI Small Cap Fund Regular vs Axis Small Cap Fund compare
ITI Small Cap Fund Regular - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2254 Cr | ₹23139 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Feb 2020 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 5% |
| Expense Ratio | 1.95 | 1.61 |
| Manager | Rohan Korde | Shreyash Devalkar |
| ISIN Code | INF00XX01713 | INF846K01K01 |
| 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 | Axis Small Cap Fund - 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 | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 9.56% | 7.37% |
| 6 Month | -10.92% | -10.07% |
| 1 Year | 9.35% | 10.41% |
| 3 Year | 22.85% | 16.08% |
| 5 Year | 28.6% | 29.57% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.25% | -2.01% |
| 1 Year | -8.3% | -6.08% |
| 3 Year | 24.54% | 16.77% |
| 5 Year | 22.8% | 21.32% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 33.84% | 18.9% |
| 3 Year | 23.8% | 19.99% |
| 5 Year | 19.48% | 19.66% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.273% | 11.78% |
| Sharp | 0.897% | 0.59% |
| Beta | 0.804% | 0.69% |
| Alpha | 3.041% | 1.2% |
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Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Rohan Korde | Shreyash Devalkar |
| Total AUM | ₹4626 Cr | ₹166770 Cr |
| Funds Managed | 10 | 14 |
| ITI Small Cap Fund Regular - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.7 | 14 |
| Small Cap | 64.41 | 64.45 |
| Large Cap | 6.4 | 4.05 |
| Mid Cap | 23.49 | 17.51 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.78 | 13.78 |
| Technology | 12.3 | 7.13 |
| Basic Materials | 18.33 | 10.58 |
| Communication Services | 2.22 | 0.81 |
| Financial Services | 15.64 | 17.17 |
| Consumer Cyclical | 8.19 | 10.55 |
| Healthcare | 8.75 | 11.43 |
| Industrials | 22.57 | 18.4 |
| Energy | 1.09 | - |
| Consumer Defensive | 5.09 | 4.76 |
| Utilities | 0 | 0.54 |
| Real Estate | 1.04 | 4.85 |
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