Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Small Cap Fund Regular vs Franklin India Smaller Companies Fund compare

Link copied to clipboard!

tortoise-icon ITI Small Cap Fund Regular - Growth

Invest Now

tortoise-icon Franklin India Smaller Companies Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Small Cap Fund Regular - Growth Franklin India Smaller Companies Fund-Growth
Fund ITI Small Cap Fund Regular - Growth Franklin India Smaller Companies Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2254 Cr ₹12862 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Feb 2020 13 Jan 2006
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over % 14.47%
Expense Ratio 1.95 1.76
Manager Rohan Korde R Janakiraman
ISIN Code INF00XX01713 INF090I01569
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 Franklin India Smaller Companies 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 Franklin India Smaller Companies Fund-Growth
1 Month 3.79% 5.42%
6 Month -5.34% -9.02%
1 Year 6.1% -0.45%
3 Year 24.48% 21.18%
5 Year 29.06% 34.16%

SIP Return Analysis

Scheme Name ITI Small Cap Fund Regular - Growth Franklin India Smaller Companies Fund-Growth
6 Month -0.23% -1.68%
1 Year -7.16% -13.6%
3 Year 24.61% 18.57%
5 Year 22.59% 23.94%

Rolling Lumpsum Returns

Scheme Name ITI Small Cap Fund Regular - Growth Franklin India Smaller Companies Fund-Growth
1 Year 33.84% 15.96%
3 Year 23.8% 15.69%
5 Year 19.48% 17.2%

Risk Management

Scheme Name ITI Small Cap Fund Regular - Growth Franklin India Smaller Companies Fund-Growth
Standard Deviation 16.273% 14.27%
Sharp 0.897% 0.7%
Beta 0.804% 0.81%
Alpha 3.041% 3.52%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Small Cap Fund Regular - Growth Franklin India Smaller Companies Fund-Growth
Name Rohan Korde R Janakiraman
Total AUM ₹4626 Cr ₹50034 Cr
Funds Managed 10 8
ITI Small Cap Fund Regular - Growth Franklin India Smaller Companies Fund-Growth

Market Cap

Scheme Name

ITI Small Cap Fund Regular - Growth

Franklin India Smaller Companies Fund-Growth

Others 5.7 7.04
Small Cap 64.41 75.47
Large Cap 6.4 6.63
Mid Cap 23.49 10.87

Sector Allocation

Scheme Name

ITI Small Cap Fund Regular - Growth

Franklin India Smaller Companies Fund-Growth

Others 4.78 8.19
Technology 12.3 4.9
Basic Materials 18.33 10.23
Communication Services 2.22 0.05
Financial Services 15.64 19.73
Consumer Cyclical 8.19 14.7
Healthcare 8.75 10.79
Industrials 22.57 19.62
Energy 1.09 0.9
Consumer Defensive 5.09 3.61
Utilities 0 2.57
Real Estate 1.04 4.7

Top Comparisons

Franklin India Banking & PSU Debt Fund - Growth Franklin India Banking & PSU Debt Fund - Growth

3Y Returns6.87%

VS

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.96%

Compare Now

PGIM India Flexi Cap Fund - Regular Plan - Growth Option PGIM India Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns11.59%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns11.75%

Compare Now

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns8.44%

VS

Canara Robeco Gilt Fund - Regular Plan - Growth Option Canara Robeco Gilt Fund - Regular Plan - Growth Option

3Y Returns7.66%

Compare Now

SBI Magnum Gilt Fund -  Growth - PF (Regular) Option SBI Magnum Gilt Fund - Growth - PF (Regular) Option

3Y Returns8.68%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns7.88%

Compare Now
Add to Cart Successfully