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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Month | 1.66% | 1.71% |
6 Month | -9.2% | -6.36% |
1 Year | 6.97% | 6.88% |
3 Year | 15.2% | 16.91% |
5 Year | - | 29.28% |
SIP Return Analysis
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | -2.86% | -0.34% |
1 Year | -8.65% | -4.54% |
3 Year | 15.9% | 17.18% |
5 Year | - | 21.33% |
Rolling Lumpsum Returns
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% |
Risk Management
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% | 0.59% |
Beta | 0.797% | 0.69% |
Alpha | -1.253% | 1.2% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.22 | 14 |
Small Cap | 80.51 | 64.45 |
Mid Cap | 15.27 | 17.51 |
Large Cap | - | 4.05 |
Sector Allocation
Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 4.06 | 13.78 |
Consumer Defensive | 5.74 | 4.76 |
Basic Materials | 13.07 | 10.58 |
Communication Services | 4.69 | 0.81 |
Industrials | 23.36 | 18.4 |
Consumer Cyclical | 10.66 | 10.55 |
Financial Services | 11.96 | 17.17 |
Healthcare | 13.9 | 11.43 |
Technology | 11.08 | 7.13 |
Real Estate | 1.48 | 4.85 |
Utilities | - | 0.54 |
Top Comparisons
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.54%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns7.17%
Franklin India Flexi Cap Fund - Growth
3Y Returns19.08%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns16.64%
HDFC Overnight Fund - Growth Option
3Y Returns6.22%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.25%
Axis Credit Risk Fund - Regular Plan - Growth
3Y Returns7.11%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns7.34%