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 | 3.9% | 3.01% |
6 Month | -3.79% | -11.71% |
1 Year | 10.37% | 3.9% |
3 Year | 24% | 18.22% |
5 Year | 29.94% | 35.72% |
SIP Return Analysis
Scheme Name | ITI Small Cap Fund Regular - Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -2.25% | -7.47% |
1 Year | -8.3% | -20% |
3 Year | 24.54% | 14.61% |
5 Year | 22.8% | 23% |
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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