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UTI Small Cap Fund vs Axis Small Cap Fund compare
UTI Small Cap Fund - Regular Plan - Growth Option
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4833 Cr | ₹26769 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Dec 2020 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 12.69% | 5% |
| Expense Ratio | 1.9 | 1.61 |
| Manager | Deepesh Agarwal | Shreyash Devalkar |
| ISIN Code | INF789F1AUO6 | INF846K01K01 |
| Exits Load | UTI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -2.73% | -1.23% |
| 6 Month | -4.93% | -3.57% |
| 1 Year | -6.25% | -2.5% |
| 3 Year | 17.42% | 17.99% |
| 5 Year | 20.02% | 21.53% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.89% | -0.56% |
| 1 Year | 4.81% | 7.08% |
| 3 Year | 12.04% | 12.79% |
| 5 Year | 15.29% | 16.26% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 19.9% | 16.71% |
| 3 Year | 21.57% | 19.3% |
| 5 Year | - | 20.5% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13.53% | 11.78% |
| Sharp | 0.7% | 0.84% |
| Beta | 0.82% | 0.7% |
| Alpha | -0.67% | 1.26% |
Fund Managers
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Deepesh Agarwal | Shreyash Devalkar |
| Total AUM | ₹35015 Cr | ₹166770 Cr |
| Funds Managed | 9 | 14 |
| UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.83 | 13.75 |
| Small Cap | 76.99 | 68.75 |
| Mid Cap | 12.18 | 12.38 |
| Large Cap | - | 5.12 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.2 | 8.14 |
| Basic Materials | 11.36 | 10.48 |
| Communication Services | 4.29 | 0.75 |
| Industrials | 24.26 | 15.57 |
| Financial Services | 15.06 | 19.23 |
| Healthcare | 11.67 | 13.34 |
| Technology | 13.39 | 9.11 |
| Consumer Cyclical | 9.11 | 11.69 |
| Consumer Defensive | 4.44 | 5.47 |
| Real Estate | 1.23 | 4.35 |
| Energy | - | 0.94 |
| Utilities | - | 0.9 |
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