UTI Small Cap Fund vs Edelweiss Small Cap Fund compare

UTI Small Cap Fund vs Edelweiss Small Cap Fund compare

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Edelweiss Small Cap Fund - Regular Plan - Growth

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UTI Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹5057 Cr	₹4669 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	3.55%	4.34%
6 Month	10.45%	11.41%
1 Year	1.14%	3.33%
3 Year	20.75%	18.97%
5 Year	28.87%	-

SIP Return Analysis

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	0.97%	1.15%
1 Year	9.6%	10.01%
3 Year	16.71%	16.6%
5 Year	19.74%	-

Rolling Lumpsum Returns

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	26.11%	19.9%
3 Year	28.51%	21.57%
5 Year	32.22%	-

Risk Management

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	15.87%	16.97%
Sharp	0.81%	0.63%
Beta	0.80%	0.84%
Alpha	-0.32%	-3.05%

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	8.2
Small Cap	73.32	78.96
Mid Cap	23.9	12.84

Sector Allocation

Scheme Name	Edelweiss Small Cap Fund - Regular Plan - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	2.68	3.66
Utilities	1.03	-
Consumer Defensive	5.89	4.18
Consumer Cyclical	19.37	10.48
Technology	7.75	12.66
Healthcare	12	11.54
Financial Services	18.49	14.94
Basic Materials	15.33	11.79
Industrials	15.68	24.56
Energy	0.71	-
Real Estate	1.06	1.27
Communication Services	-	4.92

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