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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) | ₹4669 Cr | ₹25975 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 | 3.89% | 2.84% |
| 6 Month | 12.96% | 11.09% |
| 1 Year | 1.38% | 2.65% |
| 3 Year | 18.66% | 19.44% |
| 5 Year | - | 26.19% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.16% | -0.66% |
| 1 Year | 4.76% | 6.67% |
| 3 Year | 13.91% | 14.32% |
| 5 Year | - | 17.41% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 19.9% | 17.27% |
| 3 Year | 21.57% | 19.6% |
| 5 Year | - | 20.16% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.07% | 14.20% |
| Sharp | 0.71% | 0.87% |
| Beta | 0.83% | 0.70% |
| Alpha | -1.64% | 0.71% |
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 | 8.2 | 14.56 |
| Small Cap | 78.96 | 68.95 |
| Mid Cap | 12.84 | 13.12 |
| Large Cap | - | 3.37 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.66 | 10.82 |
| Basic Materials | 11.79 | 11.37 |
| Communication Services | 4.92 | 0.91 |
| Industrials | 24.56 | 16.2 |
| Financial Services | 14.94 | 17.03 |
| Healthcare | 11.54 | 13.47 |
| Technology | 12.66 | 8.99 |
| Consumer Cyclical | 10.48 | 11.15 |
| Consumer Defensive | 4.18 | 5.22 |
| Real Estate | 1.27 | 4.25 |
| Utilities | - | 0.58 |
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