Skip to content
SmartFigure

HDFC 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.

  • HDFC Small Cap Fund
  • ITI Small Cap Fund
HDFC Small Cap Fund compared with ITI Small Cap Fund
FundHDFC Mutual FundHDFC Small Cap FundSmall Cap Fund · Direct planNAV ₹160.82ITI Mutual FundITI Small Cap FundSmall Cap Fund · Direct planNAV ₹38.83
Returns
1 year-2.6%20.4% (best of these funds)
3 yearsa year11%25.2% (best of these funds)
5 yearsa year14.9%19.5% (best of these funds)
10 yearsa year17.7%
Risk
Volatilitya year16% (best of these funds)19.2%
Worst fall−48.3%−39.9% (best of these funds)
Best year126.3% (best of these funds)113.9%
Worst year-43.6%-19% (best of these funds)
Years in gain75%81% (best of these funds)
Cost and size
Expense ratio0.75% (best of these funds)0.85%
Fund size₹41,891 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.