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ITI Small Cap Fund Regular vs LIC MF Small Cap Fund Regular compare
ITI Small Cap Fund Regular - Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2254 Cr | ₹491 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 14 Feb 2020 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | % |
| Expense Ratio | 1.95 | 2.42 |
| Manager | Rohan Korde | Yogesh Patil |
| ISIN Code | INF00XX01713 | INF397L01JW3 |
| 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 | LIC MF 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 | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -4.78% | -6.97% |
| 6 Month | -19.28% | -22.11% |
| 1 Year | 6.66% | 8.98% |
| 3 Year | 21.92% | 15.9% |
| 5 Year | 23.68% | 27.06% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -14.15% | -17.16% |
| 1 Year | -23.57% | -28.11% |
| 3 Year | 18.98% | 11.88% |
| 5 Year | 20.02% | 20.57% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 33.84% | 14.61% |
| 3 Year | 23.8% | 24.75% |
| 5 Year | 19.48% | 19.19% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.273% | 16.47% |
| Sharp | 0.897% | 0.817% |
| Beta | 0.804% | 0.823% |
| Alpha | 3.041% | 1.666% |
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Fund Managers
| Scheme Name | ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Rohan Korde | Yogesh Patil |
| Total AUM | ₹4626 Cr | ₹5898 Cr |
| Funds Managed | 10 | 7 |
| ITI Small Cap Fund Regular - Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 5.7 | 5.06 |
| Small Cap | 64.41 | 81.56 |
| Large Cap | 6.4 | 2.81 |
| Mid Cap | 23.49 | 10.58 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 4.78 | 5.06 |
| Technology | 12.3 | 2.63 |
| Basic Materials | 18.33 | 13.18 |
| Communication Services | 2.22 | 2.92 |
| Financial Services | 15.64 | 6.05 |
| Consumer Cyclical | 8.19 | 16.45 |
| Healthcare | 8.75 | 4.12 |
| Industrials | 22.57 | 32.99 |
| Energy | 1.09 | - |
| Consumer Defensive | 5.09 | 7.73 |
| Utilities | 0 | 8.02 |
| Real Estate | 1.04 | 0.83 |
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