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Sundaram 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.

  • Sundaram Small Cap Fund
  • ITI Small Cap Fund
Sundaram Small Cap Fund compared with ITI Small Cap Fund
FundSundaram Mutual FundSundaram Small Cap FundSmall Cap Fund · Direct planNAV ₹41.42ITI Mutual FundITI Small Cap FundSmall Cap Fund · Direct planNAV ₹38.83
Returns
1 year7.5%20.4% (best of these funds)
3 yearsa year6.9%25.2% (best of these funds)
5 yearsa year9.2%19.5% (best of these funds)
10 yearsa year6.4%
Risk
Volatilitya year18.4% (best of these funds)19.2%
Worst fall−65.3%−39.9% (best of these funds)
Best year125.5% (best of these funds)113.9%
Worst year-42.3%-19% (best of these funds)
Years in gain59%81% (best of these funds)
Cost and size
Expense ratio0.73% (best of these funds)0.85%
Fund size₹4,155 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.