UTI Small Cap Fund vs Axis Small Cap Fund compare

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)	₹4737 Cr	₹26547 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	-6.08%	-5.18%
6 Month	-10.22%	-8.56%
1 Year	-3.19%	0.71%
3 Year	15.58%	16.39%
5 Year	18.71%	20.16%

SIP Return Analysis

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
6 Month	-4.65%	-3.64%
1 Year	-1.4%	0.5%
3 Year	9.18%	9.95%
5 Year	13.47%	14.43%

Rolling Lumpsum Returns

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
1 Year	17.67%	16.49%
3 Year	20.86%	19.14%
5 Year	20.04%	20.52%

Risk Management

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
Standard Deviation	13.53%	11.78%
Sharp	0.7%	0.83%
Beta	0.82%	0.7%
Alpha	-1.04%	0.83%

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	12.46	17.73
Small Cap	75.03	65.54
Mid Cap	12.5	11.28
Large Cap	-	5.46

Sector Allocation

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund Regular Growth
Others	4.41	8.17
Basic Materials	11.99	10.52
Communication Services	4.33	0.82
Industrials	24.03	16.17
Financial Services	15.88	19.24
Healthcare	11.6	13.36
Technology	13.9	8.76
Consumer Cyclical	8.14	11.52
Consumer Defensive	4.48	5.24
Real Estate	1.25	4.38
Energy	-	0.95
Utilities	-	0.87

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