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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) | ₹4780 Cr | ₹26143 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 | -3.79% | -3.31% |
| 6 Month | 12.83% | 13.13% |
| 1 Year | 2.24% | 4.02% |
| 3 Year | 18.61% | 19.08% |
| 5 Year | - | 27.77% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.53% | 3.96% |
| 1 Year | 3.54% | 4.8% |
| 3 Year | 16.84% | 16.85% |
| 5 Year | - | 19.59% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 20.97% | 17.75% |
| 3 Year | 22.04% | 19.97% |
| 5 Year | - | 20% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.76% | 11.78% |
| Sharp | 0.81% | 1.05% |
| Beta | 0.83% | 0.69% |
| Alpha | -2.15% | 1.3% |
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 | 9.26 | 14.09 |
| Small Cap | 78.93 | 68.76 |
| Mid Cap | 11.81 | 13.42 |
| Large Cap | - | 3.74 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.32 | 10.43 |
| Basic Materials | 12.4 | 12.07 |
| Communication Services | 4.88 | 0.91 |
| Industrials | 23.12 | 18.08 |
| Financial Services | 15.22 | 17.62 |
| Healthcare | 12.16 | 14.1 |
| Technology | 11.24 | 6.39 |
| Consumer Cyclical | 10.12 | 10.06 |
| Consumer Defensive | 4.28 | 5.49 |
| Real Estate | 1.26 | 4.26 |
| Utilities | - | 0.6 |
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