UTI Small Cap Fund vs Edelweiss Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4930 Cr | ₹4844 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 07 Feb 2019 | 22 Dec 2020 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 18% | 12.69% |
Expense Ratio | 1.84 | 1.9 |
Manager | Trideep Bhattacharya | Deepesh Agarwal |
ISIN Code | INF754K01JJ4 | INF789F1AUO6 |
Exits Load | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.2% | -1.51% |
6 Month | 8.69% | 8.2% |
1 Year | 0.37% | 0.52% |
3 Year | 22.48% | 20.53% |
5 Year | 32.66% | - |
SIP Return Analysis
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.79% | 9.35% |
1 Year | 9.9% | 9.83% |
3 Year | 20.66% | 19.79% |
5 Year | 23.11% | - |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 28.61% | 22.14% |
3 Year | 29.3% | 21.69% |
5 Year | 32.14% | - |
Risk Management
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.48% | 17.09% |
Sharp | 1.16% | 1.00% |
Beta | 0.82% | 0.84% |
Alpha | 0.57% | -1.95% |
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Fund Managers
Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Trideep Bhattacharya | Deepesh Agarwal |
Total AUM | ₹0 Cr | ₹35015 Cr |
Funds Managed | 9 | 9 |
Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.78 | 7.49 |
Small Cap | 68.07 | 81.23 |
Mid Cap | 29.15 | 11.28 |
Sector Allocation
Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.78 | 4.58 |
Consumer Defensive | 5.71 | 4.14 |
Technology | 8.62 | 10.45 |
Consumer Cyclical | 16.18 | 9.39 |
Healthcare | 9.79 | 11.29 |
Financial Services | 22.33 | 16.62 |
Basic Materials | 15.24 | 13.66 |
Industrials | 15.77 | 23.42 |
Energy | 0.87 | - |
Real Estate | 2.72 | 1.37 |
Communication Services | - | 5.08 |
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