ITI Small Cap Fund Regular vs HSBC Small Cap Fund compare

Link copied to clipboard!

tortoise-icon ITI Small Cap Fund Regular - Growth

Invest Now

tortoise-icon HSBC Small Cap Fund - Regular 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 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 Very High
Asset Size (Cr) ₹2233 Cr ₹16396 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Feb 2020 12 May 2014
Category Small Cap Small Cap
Fund Type Open-ended Open Ended
Benchmark NIFTY Smallcap 250 TRI BSE 250 SmallCap Index
Turn Over % 15%
Expense Ratio 1.93 1.7
Manager Rohan Korde Venugopal Manghat
ISIN Code INF00XX01713 INF917K01QC7
Exits Load Exit load of 1%, if redeemed within 12 months./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name ITI Small Cap Fund Regular - Growth HSBC Small Cap Fund - Regular Growth
1 Month 1.44% 1.86%
6 Month 24.65% 22.79%
1 Year 62.82% 46%
3 Year 25.13% 30.37%
5 Year - 32.48%

SIP Return Analysis

Scheme Name ITI Small Cap Fund Regular - Growth HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 27.1% 21.58%
3 Year 63.86% 58.86%
5 Year 97.68% 137.96%

Rolling Lumpsum Returns

Scheme Name ITI Small Cap Fund Regular - Growth HSBC Small Cap Fund - Regular Growth
1 Year 33.12% 36.36%
3 Year 79.69% 99.84%
5 Year 109.38% 151.38%

Risk Management

Scheme Name ITI Small Cap Fund Regular - Growth HSBC Small Cap Fund - Regular Growth
Standard Deviation 15.63% 14.69%
Sharp 0.93% 1.4%
Beta 0.78% 0.8%
Alpha 0.17% 7.09%

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 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

Market Cap

Scheme Name

ITI Small Cap Fund Regular - Growth

HSBC Small Cap Fund - Regular Growth

Others 8.37 3.91
Small Cap 60.26 72.94
Mid Cap 18.92 20.12
Large Cap 12.45 3.03

Sector Allocation

Scheme Name

ITI Small Cap Fund Regular - Growth

HSBC Small Cap Fund - Regular Growth

Others 4.11 2.51
Financial 17.05 7.98
Healthcare 8.02 5.3
Materials 3.05 9.17
Textiles 2.31 3.7
Capital Goods 19.73 17.67
Technology 5.68 5.93
Consumer Staples 4.91 5.57
Services 6.75 10.12
Metals & Mining 7.84 8.71
Energy 3.6 -
Construction 6.18 12.47
Chemicals 2.42 1.41
Automobile 4.02 3.89
Diversified 1.48 3.4
Consumer Discretionary 1.36 2.17
Communication 1.08 -
Unclassified 0.41 -

Top Comparisons

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns27.46%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns22.25%

Compare Now

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

3Y Returns0%

VS

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns25.15%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns5.57%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns5.58%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns29.12%

VS

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns18.58%

Compare Now
Request call back
Add to Cart Successfully