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UTI Small Cap Fund vs Axis Small Cap Fund compare

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tortoise-icon UTI Small Cap Fund - Regular Plan - Growth Option

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tortoise-icon 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) ₹4529 Cr ₹25062 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 6.36% 4.74%
6 Month -1.26% 1.29%
1 Year 8.86% 9.07%
3 Year 24.07% 24.38%
5 Year - 30.71%

SIP Return Analysis

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Axis Small Cap Fund Regular Growth
6 Month 13.45% 12.49%
1 Year 13.24% 14.09%
3 Year 21.74% 21.62%
5 Year - 22.96%

Rolling Lumpsum Returns

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Axis Small Cap Fund Regular Growth
1 Year 22.14% 18.22%
3 Year 21.69% 19.38%
5 Year - 19.81%

Risk Management

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Axis Small Cap Fund Regular Growth
Standard Deviation 17.13% 11.78%
Sharp 0.81% 1.04%
Beta 0.82% 0.69%
Alpha -1.95% 1.72%

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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 13.25
Small Cap 80.51 66.54
Mid Cap 15.27 16.2
Large Cap - 3.96

Sector Allocation

Scheme Name

UTI Small Cap Fund - Regular Plan - Growth Option

Axis Small Cap Fund Regular Growth

Others 4.06 13.25
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 - 0.53
Capital Markets - 5.79
Auto Components - 5.57
IT - Services - 1.43
Pharmaceuticals & Biotechnology - 4.24
Retailing - 0.62
Banks - 4.44
Non - Ferrous Metals - 0.38
Healthcare Services - 7.08
Chemicals & Petrochemicals - 7.42
Paper, Forest & Jute Products - 0.19
IT - Software - 3.11
Construction - 2.55
Electrical Equipment - 1.56
Aerospace & Defense - 1.6
Transport Services - 0.19
Textiles & Apparels - 0.67
Agricultural Food & other Products - 2.75
Industrial Products - 5.84
Consumer Durables - 6.02
Finance - 7.7
Realty - 4.66
Agricultural, Commercial & Construction Vehicles - 0.14
Household Products - 1.31
Financial Technology (Fintech) - 1.67
Leisure Services - 1.68
Food Products - 1.29
Cement & Cement Products - 1.84
Industrial Manufacturing - 2.59
Commercial Services & Supplies - 0.54
Cigarettes & Tobacco Products - 0.24
Beverages - 0.58
Insurance - 0.48

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