UTI Small Cap Fund vs Axis Small Cap Fund compare

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UTI Small Cap Fund - Regular Plan - Growth Option

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Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹4351 Cr	₹23139 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

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
1 Month	6.67%	5.67%
6 Month	-2.06%	0.95%
1 Year	13.5%	12.19%
3 Year	21.08%	22.31%
5 Year	-	31.91%

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
6 Month	3.3%	4.74%
1 Year	-0.91%	2.8%
3 Year	18.25%	19.13%
5 Year	-	22.03%

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
1 Year	25.55%	18.9%
3 Year	22.88%	19.99%
5 Year	-	19.66%

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
Standard Deviation	15.798%	11.78%
Sharp	0.643%	0.74%
Beta	0.797%	0.68%
Alpha	-1.253%	1.93%

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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

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
Others	4.22	13.29
Small Cap	80.51	65.49
Mid Cap	15.27	17.37
Large Cap	-	3.89

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
Others	4.06	13.29
Consumer Defensive	5.74	-
Basic Materials	13.07	-
Communication Services	4.69	-
Industrials	23.36	-
Consumer Cyclical	10.66	-
Financial Services	11.96	-
Healthcare	13.9	-
Technology	11.08	-
Real Estate	1.48	-
Gas	-	0.56
Auto Components	-	6.05
IT - Services	-	1.51
Pharmaceuticals & Biotechnology	-	4.47
Retailing	-	0.59
Banks	-	4.28
Non - Ferrous Metals	-	0.43
Healthcare Services	-	7.19
Chemicals & Petrochemicals	-	7.5
IT - Software	-	3.57
Paper, Forest & Jute Products	-	0.2
Construction	-	2.43
Electrical Equipment	-	1.47
Aerospace & Defense	-	1.27
Transport Services	-	0.2
Textiles & Apparels	-	0.59
Capital Markets	-	4.97
Agricultural Food & other Products	-	2.64
Industrial Products	-	6.16
Consumer Durables	-	6.89
Finance	-	7.33
Realty	-	4.65
Agricultural, Commercial & Construction Vehicles	-	0.13
Household Products	-	1.34
Financial Technology (Fintech)	-	1.67
Leisure Services	-	1.66
Food Products	-	1.3
Cement & Cement Products	-	1.91
Industrial Manufacturing	-	2.38
Commercial Services & Supplies	-	0.55
Cigarettes & Tobacco Products	-	0.22
Beverages	-	0.16
Insurance	-	0.48