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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) | ₹4171 Cr | ₹4351 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 | 2.3% | 1.66% |
| 6 Month | -10.6% | -9.2% |
| 1 Year | 2.51% | 6.97% |
| 3 Year | 17.88% | 15.2% |
| 5 Year | 32.93% | - |
SIP Return Analysis
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.84% | -2.86% |
| 1 Year | -9.51% | -8.65% |
| 3 Year | 17.53% | 15.9% |
| 5 Year | 22.79% | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 30.2% | 25.55% |
| 3 Year | 30.38% | 22.88% |
| 5 Year | 31.61% | - |
Risk Management
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.599% | 15.798% |
| Sharp | 0.8% | 0.643% |
| Beta | 0.803% | 0.797% |
| Alpha | 0.98% | -1.253% |
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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 | 3.2 | 4.22 |
| Small Cap | 67.63 | 80.51 |
| Mid Cap | 29.17 | 15.27 |
| Large Cap | 0 | - |
Sector Allocation
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.2 | 4.06 |
| Consumer Defensive | 6.61 | 5.74 |
| Basic Materials | 11.9 | 13.07 |
| Technology | 11.49 | 11.08 |
| Consumer Cyclical | 16.79 | 10.66 |
| Healthcare | 11.41 | 13.9 |
| Financial Services | 17.15 | 11.96 |
| Industrials | 18.22 | 23.36 |
| Real Estate | 3.21 | 1.48 |
| Communication Services | - | 4.69 |
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