ITI Small Cap Fund Regular vs HSBC Small Cap Fund compare

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ITI Small Cap Fund Regular - Growth

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HSBC 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	HSBC Small Cap Fund - Regular Growth
Fund	ITI Small Cap Fund Regular - Growth	HSBC Small Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹2254 Cr	₹15453 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	14 Feb 2020	12 May 2014
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	%	15%
Expense Ratio	1.95	1.67
Manager	Rohan Korde	Venugopal Manghat
ISIN Code	INF00XX01713	INF917K01QC7
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	HSBC 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	HSBC Small Cap Fund - Regular Growth
1 Month	-10.18%	-11.48%
6 Month	-14.89%	-17.18%
1 Year	4.81%	-0.27%
3 Year	21.26%	18.37%
5 Year	19.42%	25.13%

Scheme Name	ITI Small Cap Fund Regular - Growth	HSBC Small Cap Fund - Regular Growth
6 Month	-	-
1 Year	-16.15%	-20.98%
3 Year	21.05%	14.29%
5 Year	-	24.07%

Scheme Name	ITI Small Cap Fund Regular - Growth	HSBC Small Cap Fund - Regular Growth
1 Year	34.99%	19.2%
3 Year	23.93%	23.02%
5 Year	-	15.83%

Scheme Name	ITI Small Cap Fund Regular - Growth	HSBC Small Cap Fund - Regular Growth
Standard Deviation	16.273%	16.675%
Sharp	0.897%	0.756%
Beta	0.804%	0.854%
Alpha	3.041%	0.383%

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Scheme Name	ITI Small Cap Fund Regular - Growth	HSBC Small Cap Fund - Regular Growth
Name	Rohan Korde	Venugopal Manghat
Total AUM	₹4626 Cr	₹41442 Cr
Fund Manage	10	7
	ITI Small Cap Fund Regular - Growth	HSBC Small Cap Fund - Regular Growth

Scheme Name	ITI Small Cap Fund Regular - Growth	HSBC Small Cap Fund - Regular Growth
Others	2.1689209371095	1.17
Small Cap	66.81	73.18
Large Cap	5.91	3.08
Mid Cap	24.45	22.57

Scheme Name	ITI Small Cap Fund Regular - Growth	HSBC Small Cap Fund - Regular Growth
Others	2.1689209371095	1.17
Pharmaceuticals & Biotechnology	7.16	6.21
IT - Services	3.04	-
Finance	4.47	4.13
Textiles & Apparels	1.96	4.99
Banks	5.41	3.02
IT - Software	1.23	3.85
Paper, Forest & Jute Products	1.7	2.38
Electrical Equipment	5.11	4.47
Chemicals & Petrochemicals	3.15	1.75
Industrial Manufacturing	5.38	3.01
Fertilizers & Agrochemicals	3.45	2.59
Petroleum Products	1.89	-
Industrial Products	11.19	15.58
Capital Markets	7.83	9.27
Non - Ferrous Metals	1.33	-
Diversified FMCG	1.46	-
Aerospace & Defense	1.04	-
Diversified Metals	0.05	-
Ferrous Metals	1.26	-
Construction	3.4	8.11
Auto Components	4.18	5.47
Cement & Cement Products	1.83	-
Consumer Durables	7.24	7.83
Power	0.93	-
Transport Services	0.66	-
Retailing	2.32	2.24
Household Products	1.4	0.32
Realty	0.87	5.29
Healthcare Services	2.25	0.36
Beverages	1.71	1.08
Entertainment	1.27	-
Financial Technology (Fintech)	1	-
Agricultural Food & other Products	-	1.58
Gas	-	1.5
Leisure Services	-	1.9
Other Consumer Services	-	0.23
Commercial Services & Supplies	-	1.67