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UTI Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹38020 Cr | ₹4833 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 22 Dec 2020 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | 12.69% |
| Expense Ratio | 1.57 | 1.9 |
| Manager | Dhruv Muchhal | Deepesh Agarwal |
| ISIN Code | INF179KA1RZ8 | INF789F1AUO6 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.63% | -4.05% |
| 6 Month | 0.03% | -3.4% |
| 1 Year | -3.89% | -8.25% |
| 3 Year | 19.47% | 16.44% |
| 5 Year | 24.93% | - |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.75% | -2.48% |
| 1 Year | 9.22% | 5.45% |
| 3 Year | 13% | 12.75% |
| 5 Year | 17.94% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.77% | 19.9% |
| 3 Year | 20% | 21.57% |
| 5 Year | 17.7% | - |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.43% | 17.19% |
| Sharp | 0.88% | 0.65% |
| Beta | 0.76% | 0.83% |
| Alpha | 2.62% | -0.87% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Deepesh Agarwal |
| Total AUM | ₹520687 Cr | ₹35015 Cr |
| Funds Managed | 40 | 9 |
| HDFC Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.69 | 10.83 |
| Small Cap | 73.73 | 76.99 |
| Mid Cap | 8.91 | 12.18 |
| Large Cap | 5.67 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 11.01 | 5.2 |
| Industrials | 20.79 | 24.26 |
| Consumer Cyclical | 18.73 | 9.11 |
| Consumer Defensive | 3.66 | 4.44 |
| Financial Services | 12.58 | 15.06 |
| Communication Services | 1.63 | 4.29 |
| Healthcare | 11.87 | 11.67 |
| Basic Materials | 6.86 | 11.36 |
| Technology | 12.89 | 13.39 |
| Real Estate | - | 1.23 |
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