ITI Small Cap Fund Regular vs HDFC Small Cap Fund compare

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ITI Small Cap Fund Regular - Growth

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HDFC Small Cap Fund Regular Growth

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Chart Comparison

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

Overview

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
Fund	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2254 Cr	₹31230 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	14 Feb 2020	03 Apr 2008
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	%	10.02%
Expense Ratio	1.95	1.57
Manager	Rohan Korde	Dhruv Muchhal
ISIN Code	INF00XX01713	INF179KA1RZ8
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	HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
1 Month	10.43%	6.62%
6 Month	-13.97%	-14.45%
1 Year	9.82%	3.1%
3 Year	23.28%	19.76%
5 Year	31.42%	36.11%

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
6 Month	-8.81%	-9.97%
1 Year	-14.22%	-17.05%
3 Year	23.36%	15.36%
5 Year	22.34%	22.96%

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
1 Year	33.84%	17.52%
3 Year	23.8%	19.66%
5 Year	19.48%	16.96%

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
Standard Deviation	16.273%	16.223%
Sharp	0.897%	0.719%
Beta	0.804%	0.784%
Alpha	3.041%	1.828%

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Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
Name	Rohan Korde	Dhruv Muchhal
Total AUM	₹4626 Cr	₹520687 Cr
Funds Managed	10	40
	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
Others	5.7	6.66
Small Cap	64.41	80.87
Large Cap	6.4	3.87
Mid Cap	23.49	8.61

Scheme Name	ITI Small Cap Fund Regular - Growth	HDFC Small Cap Fund Regular Growth
Others	4.78	6.66
Technology	12.3	14.88
Basic Materials	18.33	6.7
Communication Services	2.22	2.25
Financial Services	15.64	12.19
Consumer Cyclical	8.19	18.74
Healthcare	8.75	12.18
Industrials	22.57	23.81
Energy	1.09	-
Consumer Defensive	5.09	2.16
Utilities	0	0.43
Real Estate	1.04	-