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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) | ₹4681 Cr | ₹25569 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 | 3.6% | 3.56% |
| 6 Month | 20.78% | 19.41% |
| 1 Year | -1.8% | -0.94% |
| 3 Year | 18.53% | 19.04% |
| 5 Year | - | 25.86% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.57% | 3.9% |
| 1 Year | 10.51% | 10.93% |
| 3 Year | 17.85% | 17.65% |
| 5 Year | - | 19.68% |
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 | 16.92% | 11.78% |
| Sharp | 0.68% | 0.87% |
| Beta | 0.84% | 0.69% |
| Alpha | -1.55% | 0.94% |
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 | 9.9 | 14.44 |
| Small Cap | 77.85 | 68.87 |
| Mid Cap | 12.25 | 12.92 |
| Large Cap | - | 3.77 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.65 | 10.75 |
| Basic Materials | 12.3 | 11.55 |
| Communication Services | 4.9 | 0.91 |
| Industrials | 23.05 | 18.03 |
| Financial Services | 15.01 | 17.07 |
| Healthcare | 11.85 | 13.96 |
| Technology | 11.65 | 7.17 |
| Consumer Cyclical | 10.15 | 10.3 |
| Consumer Defensive | 4.13 | 5.54 |
| Real Estate | 1.31 | 4.16 |
| Utilities | - | 0.57 |
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