ITI Small Cap Fund Regular vs Tata Small Cap Fund compare
ITI Small Cap Fund Regular - Growth
Tata Small Cap Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2233 Cr | ₹7868 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2020 | 02 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open-ended | Close Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | % | 4.59% |
| Expense Ratio | 1.93 | 1.72 |
| Manager | Rohan Korde | Chandraprakash Padiyar |
| ISIN Code | INF00XX01713 | INF277K015O2 |
| Exits Load | Exit load of 1%, if redeemed within 12 months./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -3.5% | -5.76% |
| 6 Month | 8.88% | 13.44% |
| 1 Year | 38.57% | 34.87% |
| 3 Year | 20.26% | 22.87% |
| 5 Year | - | 31.27% |
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 30.34% | 41.12% |
| 3 Year | 36.15% | 34.95% |
| 5 Year | - | 35.8% |
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 34.49% | 27.86% |
| 3 Year | 23.95% | 30.27% |
| 5 Year | - | 27.96% |
| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.63% | 13.28% |
| Sharp | 0.93% | 1.35% |
| Beta | 0.78% | 0.67% |
| Alpha | 0.17% | 5.5% |
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| Scheme Name | ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Name | Rohan Korde | Chandraprakash Padiyar |
| Total AUM | ₹4626 Cr | ₹15627 Cr |
| Fund Manage | 10 | 3 |
| ITI Small Cap Fund Regular - Growth | Tata Small Cap Fund-Regular Plan-Growth |
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 8.37 | 6.71 |
| Small Cap | 60.26 | 91.58 |
| Mid Cap | 18.92 | 1.71 |
| Large Cap | 12.45 | - |
| Scheme Name |
ITI Small Cap Fund Regular - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.11 | 6.57 |
| Financial | 17.05 | 13.46 |
| Healthcare | 8.02 | 7.97 |
| Materials | 3.05 | 6.51 |
| Textiles | 2.31 | 2.47 |
| Capital Goods | 19.73 | 11.25 |
| Technology | 5.68 | 5.24 |
| Consumer Staples | 4.91 | 7.52 |
| Services | 6.75 | 13.52 |
| Metals & Mining | 7.84 | 8.28 |
| Energy | 3.6 | - |
| Construction | 6.18 | 4.58 |
| Chemicals | 2.42 | 9.78 |
| Automobile | 4.02 | 1.54 |
| Diversified | 1.48 | - |
| Consumer Discretionary | 1.36 | 1.31 |
| Communication | 1.08 | - |
| Unclassified | 0.41 | - |
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