Not Recommended
However, Scripbox does not recommend investing in small cap mutual funds.
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
Track Record
1 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
311 Cr. Small within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
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Scheme Information
The investment objective of the Scheme is to generate capital appreciation by predominantly investing in equity and equity related securities of small cap companies. However,there can be no assurance that the investment objective of the scheme would be achieved.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.41 %
Expense Ratio
Feb 17, 2020
Launched (1y ago)
₹ 311
AUM in Crores
INF00XX01713
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
Diversified
Recommended
Top Ranked
14 Years
Age
Track Record
Diversified
Recommended
Top Ranked
17 Years
Age
Track Record
Diversified
Recommended
Top Ranked
16 Years
Age
Track Record
Tax Saving
Recommended
Top Ranked
6 Years
Age
Track Record
Index Funds
Recommended
Top Ranked
21 Years
Age
Track Record
About the AMC
ITI Asset Management Limited
ITI Asset Management Limited manages assets worth 1,125 crores and was set up on 10 January 2008. It's current offering of mutual fund schemes includes 11 equity,21 debt and 6 hybrid funds.
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ITI Small Cap Fund (G) is a small cap equity fund and has delivered an annualised return of 21.8% over a period of 1 years ..The fund is managed by ITI Asset Management Limited.The fund managers are George Joseph, Pradeep Gokhale, Rohan Korde
The investment objective of the Scheme is to generate capital appreciation by predominantly investing in equity and equity related securities of small cap companies. However,there can be no assurance that the investment objective of the scheme would be achieved. However, there is no assurance that the objective of the scheme will be realized.
The ITI Small Cap Fund (G) fund was launched on Feb 17, 2020. The NAV (Net Asset Value) of this small cap equity as of 2021-04-16 is ₹ 12.5679. The total AUM (Asset Under Management) of the fund as of 2021-04-18 is ₹ 310.502. The category risk of the ITI Small Cap Fund (G) fund is Very High Risk. The fund charges 2.41 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 98.6% in this asset class. The top three holdings of the fund are eclerx services ltd,indian bank and equitas holding ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to
ITI Small Cap Fund (G) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, ITI Small Cap Fund (G) has a score of 2 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.