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ITI Small Cap Fund Regular vs Tata Small Cap Fund compare

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tortoise-icon ITI Small Cap Fund Regular - Growth

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tortoise-icon Tata Small Cap Fund Regular 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 Tata Small Cap Fund Regular Growth
Fund ITI Small Cap Fund Regular - Growth Tata Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2254 Cr ₹8883 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Feb 2020 12 Nov 2018
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over % 4.59%
Expense Ratio 1.95 1.7
Manager Rohan Korde Chandraprakash Padiyar
ISIN Code INF00XX01713 INF277K015O2
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 Tata Small Cap Fund - Regular Plan - 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 Tata Small Cap Fund Regular Growth
1 Month 4.35% 2.14%
6 Month -4.23% -11.17%
1 Year 9.57% 8.18%
3 Year 24.15% 20.98%
5 Year 29.63% 35.17%

SIP Return Analysis

Scheme Name ITI Small Cap Fund Regular - Growth Tata Small Cap Fund Regular Growth
6 Month -2.25% -5.43%
1 Year -8.3% -13.81%
3 Year 24.54% 17.11%
5 Year 22.8% 23.75%

Rolling Lumpsum Returns

Scheme Name ITI Small Cap Fund Regular - Growth Tata Small Cap Fund Regular Growth
1 Year 33.84% 28.19%
3 Year 23.8% 29.82%
5 Year 19.48% 28.63%

Risk Management

Scheme Name ITI Small Cap Fund Regular - Growth Tata Small Cap Fund Regular Growth
Standard Deviation 16.273% 15.861%
Sharp 0.897% 0.793%
Beta 0.804% 0.736%
Alpha 3.041% 3.356%

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Fund Managers

Scheme Name ITI Small Cap Fund Regular - Growth Tata Small Cap Fund Regular Growth
Name Rohan Korde Chandraprakash Padiyar
Total AUM ₹4626 Cr ₹15627 Cr
Funds Managed 10 3
ITI Small Cap Fund Regular - Growth Tata Small Cap Fund Regular Growth

Market Cap

Scheme Name

ITI Small Cap Fund Regular - Growth

Tata Small Cap Fund Regular Growth

Others 5.7 7.03
Small Cap 64.41 84.22
Large Cap 6.4 -
Mid Cap 23.49 8.75

Sector Allocation

Scheme Name

ITI Small Cap Fund Regular - Growth

Tata Small Cap Fund Regular Growth

Others 4.78 8.25
Technology 12.3 5.85
Basic Materials 18.33 18.16
Communication Services 2.22 -
Financial Services 15.64 8.32
Consumer Cyclical 8.19 15.97
Healthcare 8.75 10.59
Industrials 22.57 24.35
Energy 1.09 -
Consumer Defensive 5.09 3.84
Utilities 0 0.82
Real Estate 1.04 3.86

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