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ITI Small Cap Fund Regular vs Edelweiss Small Cap Fund compare
ITI Small Cap Fund Regular - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2254 Cr | ₹4171 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Feb 2020 | 07 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 18% |
| Expense Ratio | 1.95 | 1.84 |
| Manager | Rohan Korde | Trideep Bhattacharya |
| ISIN Code | INF00XX01713 | INF754K01JJ4 |
| 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 | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -8.05% | -9.53% |
| 6 Month | -16.04% | -16.62% |
| 1 Year | 5.29% | 3.4% |
| 3 Year | 23.85% | 19.25% |
| 5 Year | 21.29% | 26.84% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -14.15% | -14.8% |
| 1 Year | -20.7% | -21.44% |
| 3 Year | 20.37% | 13.66% |
| 5 Year | 20.88% | 21.87% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 34.99% | 30.2% |
| 3 Year | 23.93% | 30.38% |
| 5 Year | - | 31.61% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.273% | 15.599% |
| Sharp | 0.897% | 0.8% |
| Beta | 0.804% | 0.803% |
| Alpha | 3.041% | 0.98% |
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Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Trideep Bhattacharya |
| Total AUM | ₹4626 Cr | ₹0 Cr |
| Fund Manage | 10 | 9 |
| ITI Small Cap Fund Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.69626 | 3.1962 |
| Small Cap | 64.41164 | 67.63199 |
| Large Cap | 6.40295 | 0 |
| Mid Cap | 23.48913 | 29.17183 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.78411 | 3.1962 |
| Technology | 12.29536 | 11.49444 |
| Basic Materials | 18.32712 | 11.90214 |
| Communication Services | 2.22464 | - |
| Financial Services | 15.63635 | 17.14725 |
| Consumer Cyclical | 8.19377 | 16.79436 |
| Healthcare | 8.7492 | 11.41456 |
| Industrials | 22.56545 | 18.22388 |
| Energy | 1.09111 | - |
| Consumer Defensive | 5.09094 | 6.61282 |
| Utilities | 0 | - |
| Real Estate | 1.04193 | 3.21437 |
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