Samco 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.
| Fund |  Samco Small Cap FundSmall Cap Fund · Direct planNAV ₹12.83 |  ITI Small Cap FundSmall Cap Fund · Direct planNAV ₹38.83 |
|---|---|---|
| Returns | ||
| 1 year | – | 20.4% |
| 3 yearsa year | – | 25.2% |
| 5 yearsa year | – | 19.5% |
| Risk | ||
| Volatilitya year | 17.6% (best of these funds) | 19.2% |
| Worst fall | −11.8% (best of these funds) | −39.9% |
| Best year | – | 113.9% |
| Worst year | – | -19% |
| Years in gain | – | 81% |
| Cost and size | ||
| Expense ratio | 2.04% | 0.85% (best of these funds) |
| Fund size | ₹196 Cr | ₹3,603 Cr |
| Minimum SIP | ₹250 (best of these funds) | ₹500 |
| Lock-in | None | None |
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.