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ITI Small Cap Fund Regular vs Franklin India Smaller Companies Fund compare
ITI Small Cap Fund Regular - Growth
Franklin India Smaller Companies Fund-Growth
Chart Comparison
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 | 10.43% | 5.89% |
| 6 Month | -13.97% | -18.49% |
| 1 Year | 9.82% | 2.92% |
| 3 Year | 23.28% | 20.3% |
| 5 Year | 31.42% | 35.09% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Franklin India Smaller Companies Fund-Growth |
|---|---|---|
| 6 Month | -8.81% | -12.5% |
| 1 Year | -14.22% | -23.51% |
| 3 Year | 23.36% | 16.12% |
| 5 Year | 22.34% | 23.24% |
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% | 0.71% |
| Beta | 0.804% | 0.82% |
| Alpha | 3.041% | 3.52% |
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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 | 5.86 |
| Small Cap | 64.41 | 77.63 |
| Large Cap | 6.4 | 5.37 |
| Mid Cap | 23.49 | 11.15 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Franklin India Smaller Companies Fund-Growth |
|---|---|---|
| Others | 4.78 | 7.09 |
| Technology | 12.3 | 5.35 |
| Basic Materials | 18.33 | 10.49 |
| Communication Services | 2.22 | 0.05 |
| Financial Services | 15.64 | 19.04 |
| Consumer Cyclical | 8.19 | 13.99 |
| Healthcare | 8.75 | 10.39 |
| Industrials | 22.57 | 22.06 |
| Energy | 1.09 | 0.92 |
| Consumer Defensive | 5.09 | 3.48 |
| Utilities | 0 | 2.37 |
| Real Estate | 1.04 | 4.75 |
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