ITI Small Cap Fund Regular vs Sundaram Small Cap Fund Regular Plan compare
ITI Small Cap Fund Regular - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2233 Cr | ₹3333 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 01 Feb 2020 | 10 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open-ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 22% |
| Expense Ratio | 1.93 | 1.93 |
| Manager | Rohan Korde | Rohit Seksaria |
| ISIN Code | INF00XX01713 | INF903J01470 |
| Exits Load | Exit load of 1%, if redeemed within 12 months./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.44% | 8.2% |
| 6 Month | 24.65% | 29.71% |
| 1 Year | 62.82% | 41.01% |
| 3 Year | 25.13% | 23.63% |
| 5 Year | - | 30.03% |
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 27.1% | 16.31% |
| 3 Year | 63.86% | 48.22% |
| 5 Year | 97.68% | 111.75% |
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 33.12% | 32.21% |
| 3 Year | 79.69% | 81.53% |
| 5 Year | 109.38% | 119.87% |
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.63% | 14.09% |
| Sharp | 0.93% | 1.14% |
| Beta | 0.78% | 0.75% |
| Alpha | 0.17% | 1.35% |
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| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Rohan Korde | Rohit Seksaria |
| Total AUM | ₹4626 Cr | ₹0 Cr |
| Fund Manage | 10 | 15 |
| ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.37 | 6.79 |
| Small Cap | 60.26 | 76.79 |
| Mid Cap | 18.92 | 8.71 |
| Large Cap | 12.45 | 7.72 |
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.11 | 2.48 |
| Financial | 17.05 | 24.44 |
| Healthcare | 8.02 | 8.1 |
| Materials | 3.05 | 4.69 |
| Textiles | 2.31 | 1.12 |
| Capital Goods | 19.73 | 10.59 |
| Technology | 5.68 | 8.31 |
| Consumer Staples | 4.91 | 6.04 |
| Services | 6.75 | 11.54 |
| Metals & Mining | 7.84 | 2.72 |
| Energy | 3.6 | 1.2 |
| Construction | 6.18 | 6.33 |
| Chemicals | 2.42 | 2.36 |
| Automobile | 4.02 | 3.14 |
| Diversified | 1.48 | - |
| Consumer Discretionary | 1.36 | 5.01 |
| Communication | 1.08 | - |
| Unclassified | 0.41 | 1.94 |
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