Skip to content
SmartFigure

Trustmf 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.

  • Trustmf Small Cap Fund
  • ITI Small Cap Fund
Trustmf Small Cap Fund compared with ITI Small Cap Fund
FundTrust Mutual FundTrustmf Small Cap FundSmall Cap Fund · Direct planNAV ₹14.05ITI Mutual FundITI Small Cap FundSmall Cap Fund · Direct planNAV ₹38.83
Returns
1 year30% (best of these funds)20.4%
3 yearsa year25.2%
5 yearsa year19.5%
Risk
Volatilitya year18.6% (best of these funds)19.2%
Worst fall−24% (best of these funds)−39.9%
Best year36.4%113.9% (best of these funds)
Worst year-2% (best of these funds)-19%
Years in gain96% (best of these funds)81%
Cost and size
Expense ratio1.56%0.85% (best of these funds)
Fund size₹3,439 Cr₹3,603 Cr
Minimum SIP₹1,000₹500 (best of these funds)
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.