MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

small capDirect
Bajaj Finserv Small Cap Fund - Direct Plan - Growth
3Y ago—
5Y ago—
small capDirect
ITI Small Cap Fund - Direct Plan - Growth Option
3Y ago₹1.98 L
5Y ago₹2.45 L

Normalised price over time

Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.

Normalized: value at the start of the selected range = ₹100

Every metric, side-by-side

marks the winner per row.

MetricBajaj Finserv Small Cap Fund - …ITI Small Cap Fund - Direct Pla…
Fund houseBajaj Finserv Mutual FundITI Mutual Fund
CategoryEquity Scheme - Small Cap FundEquity Scheme - Small Cap Fund
PlanDirectDirect
Latest NAV₹11.495₹38.9099
Assets managed (AUM)——
1M return3.84%4.26%
6M return27.76%32.93%
1Y return20.59%24.51%
3Y CAGR—25.66%
5Y CAGR—19.63%
Since inception CAGR13.25%23.09%
Bumpiness · 3Y (annualised σ)15.9919.29
Worst drop ever-16.22%-39.86%
Sharpe · 3Y (rf=6%)0.420.90