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Aditya Birla Sun Life Small Cap Fund vs ITI Small Cap Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • Aditya Birla Sun Life Small Cap Fund
  • ITI Small Cap Fund
Aditya Birla Sun Life Small Cap Fund compared with ITI Small Cap Fund
FundAditya Birla Sun Life Mutual FundAditya Birla Sun Life Small Cap FundSmall Cap Fund · Direct planNAV ₹115.61ITI Mutual FundITI Small Cap FundSmall Cap Fund · Direct planNAV ₹38.83
Returns
1 year17.4%20.4% (best of these funds)
3 yearsa year15.7%25.2% (best of these funds)
5 yearsa year14.1%19.5% (best of these funds)
10 yearsa year13.8%
Risk
Volatilitya year17.1% (best of these funds)19.2%
Worst fall−57.4%−39.9% (best of these funds)
Best year125.4% (best of these funds)113.9%
Worst year-44.6%-19% (best of these funds)
Years in gain65%81% (best of these funds)
Cost and size
Expense ratio0.77% (best of these funds)0.85%
Fund size₹6,226 Cr₹3,603 Cr
Minimum SIP₹100 (best of these funds)₹500
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.