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ITI Small Cap Fund Regular vs HSBC Small Cap Fund compare
ITI Small Cap Fund Regular - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 10.43% | 8.47% |
| 6 Month | -13.97% | -19.48% |
| 1 Year | 9.82% | 4.35% |
| 3 Year | 23.28% | 17.13% |
| 5 Year | 31.42% | 36.84% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -8.81% | -13.84% |
| 1 Year | -14.22% | -23.33% |
| 3 Year | 23.36% | 14.38% |
| 5 Year | 22.34% | 23.45% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 33.84% | 19.2% |
| 3 Year | 23.8% | 23.02% |
| 5 Year | 19.48% | 15.83% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.273% | 18.203% |
| Sharp | 0.897% | 0.572% |
| Beta | 0.804% | 0.882% |
| Alpha | 3.041% | -0.639% |
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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 |
| Funds Managed | 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 | 5.7 | 3.74 |
| Small Cap | 64.41 | 72.68 |
| Large Cap | 6.4 | 2.59 |
| Mid Cap | 23.49 | 21 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.78 | 6.47 |
| Technology | 12.3 | 9.98 |
| Basic Materials | 18.33 | 10.53 |
| Communication Services | 2.22 | - |
| Financial Services | 15.64 | 14.59 |
| Consumer Cyclical | 8.19 | 16.29 |
| Healthcare | 8.75 | 4.47 |
| Industrials | 22.57 | 27.7 |
| Energy | 1.09 | 1.4 |
| Consumer Defensive | 5.09 | 3.38 |
| Utilities | 0 | - |
| Real Estate | 1.04 | 5.2 |
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