ITI Small Cap Fund Regular vs Nippon India Small Cap Fund compare

Link copied to clipboard!

tortoise-icon ITI Small Cap Fund Regular - Growth

Invest Now

tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

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 Nippon India Small Cap Fund - Growth Plan - Bonus Option
Fund ITI Small Cap Fund Regular - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2233 Cr ₹56452 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Feb 2020 16 Sep 2010
Category Small Cap Small Cap
Fund Type Open-ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over % 23%
Expense Ratio 1.93 1.47
Manager Rohan Korde Tejas Sheth
ISIN Code INF00XX01713 INF204K01HZ0
Exits Load Exit load of 1%, if redeemed within 12 months./365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name ITI Small Cap Fund Regular - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month 1.44% 4.73%
6 Month 24.65% 34.05%
1 Year 62.82% 46.47%
3 Year 25.13% 30.88%
5 Year - 38.15%

SIP Return Analysis

Scheme Name ITI Small Cap Fund Regular - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month - -
1 Year 27.1% 21.73%
3 Year 63.86% 64.56%
5 Year 97.68% 156.91%

Rolling Lumpsum Returns

Scheme Name ITI Small Cap Fund Regular - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year 33.12% 39.97%
3 Year 79.69% 110.9%
5 Year 109.38% 170.17%

Risk Management

Scheme Name ITI Small Cap Fund Regular - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation 15.63% 14.53%
Sharp 0.93% 1.55%
Beta 0.78% 0.78%
Alpha 0.17% 7.37%

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 Nippon India Small Cap Fund - Growth Plan - Bonus Option
Name Rohan Korde Tejas Sheth
Total AUM ₹4626 Cr ₹89953 Cr
Fund Manage 10 3
ITI Small Cap Fund Regular - Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option

Market Cap

Scheme Name

ITI Small Cap Fund Regular - Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 8.37 4.71
Small Cap 60.26 55.11
Mid Cap 18.92 11.64
Large Cap 12.45 11.02

Sector Allocation

Scheme Name

ITI Small Cap Fund Regular - Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 4.11 4.38
Financial 17.05 9.5
Healthcare 8.02 5.49
Materials 3.05 3.25
Textiles 2.31 2.69
Capital Goods 19.73 18.16
Technology 5.68 2.34
Consumer Staples 4.91 6.62
Services 6.75 6.49
Metals & Mining 7.84 3.1
Energy 3.6 1.25
Construction 6.18 2.38
Chemicals 2.42 5.31
Automobile 4.02 3.73
Diversified 1.48 1.6
Consumer Discretionary 1.36 3.29
Communication 1.08 2.38
Unclassified 0.41 -
Insurance - 0.52

Top Comparisons

360 ONE Focused Equity Fund Regular-Growth 360 ONE Focused Equity Fund Regular-Growth

3Y Returns20.24%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns16.86%

Compare Now

UTI Short Duration Fund - Regular Plan - Growth Option UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.33%

VS

Axis Short Term Fund - Regular Plan - Growth Option Axis Short Term Fund - Regular Plan - Growth Option

3Y Returns5.6%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns25.91%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns19.99%

Compare Now

DSP World Energy Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth

3Y Returns3.64%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns5.24%

Compare Now
Request call back
Add to Cart Successfully