Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
ITI Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Acutaas Chemicals Ltd
2.8%
Multi Commodity Exchange of India Ltd
2.6%
CarTrade Tech Ltd
2.2%
Net Receivables / (Payables)
2.1%
Radico Khaitan Ltd
2.0%
Karur Vysya Bank Ltd
1.9%
Aster DM Healthcare Ltd Ordinary Shares
1.9%
Cash Offset For Derivatives
1.7%
Welspun Corp Ltd
1.7%
Techno Electric & Engineering Co Ltd
1.6%
Top industry exposure
Industrials
22.2%
Financial Services
18.1%
Basic Materials
16.7%
Technology
11.9%
Healthcare
10.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
95%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
Fund objective
The investment objective of the Scheme is to generate capital appreciation by
predominantly investing in equity and equity related securities of small cap
companies.
However, there can be no assurance that the investment objective of the
scheme would be achieved.