ITI Small Cap Fund Regular vs Sundaram Small Cap Fund Regular Plan compare

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tortoise-icon ITI Small Cap Fund Regular - Growth

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

Scheme Name ITI Small Cap Fund Regular - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month 1.44% -3.17%
6 Month 24.65% 13.17%
1 Year 62.82% 38.46%
3 Year 25.13% 21.34%
5 Year - 27.92%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name ITI Small Cap Fund Regular - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 33.53% 16.58%
3 Year 23.95% 18.1%
5 Year - 15.28%

Risk Management

Scheme Name ITI Small Cap Fund Regular - Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 15.63% 14.09%
Sharp 0.93% 1.09%
Beta 0.78% 0.75%
Alpha 0.17% 1.53%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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