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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
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) | ₹2254 Cr | ₹3168 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Feb 2020 | 15 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 | 1.95 | 1.97 |
| Manager | Rohan Korde | Rohit Seksaria |
| ISIN Code | INF00XX01713 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 9.01% | 6.86% |
| 6 Month | -14.59% | -17.75% |
| 1 Year | 6.96% | 0.66% |
| 3 Year | 22.35% | 14.96% |
| 5 Year | 31.46% | 33.73% |
SIP Return Analysis
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -8.81% | -11.08% |
| 1 Year | -14.22% | -18.51% |
| 3 Year | 23.36% | 14.02% |
| 5 Year | 22.34% | 20.59% |
Rolling Lumpsum Returns
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 33.84% | 16.78% |
| 3 Year | 23.8% | 18.05% |
| 5 Year | 19.48% | 15.38% |
Risk Management
| Scheme Name | ITI Small Cap Fund Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.273% | 14.09% |
| Sharp | 0.897% | 0.55% |
| Beta | 0.804% | 0.77% |
| Alpha | 3.041% | 0.62% |
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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 |
| Funds Managed | 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 | 5.7 | 7.11 |
| Small Cap | 64.41 | 83.36 |
| Large Cap | 6.4 | 5.23 |
| Mid Cap | 23.49 | 4.29 |
Sector Allocation
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.78 | 7.57 |
| Technology | 12.3 | 4.98 |
| Basic Materials | 18.33 | 10.1 |
| Communication Services | 2.22 | 3.4 |
| Financial Services | 15.64 | 17.7 |
| Consumer Cyclical | 8.19 | 17.05 |
| Healthcare | 8.75 | 8.7 |
| Industrials | 22.57 | 20.93 |
| Energy | 1.09 | 0 |
| Consumer Defensive | 5.09 | 4.76 |
| Utilities | 0 | 1.46 |
| Real Estate | 1.04 | 3.37 |
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