UTI Small Cap Fund vs HDFC Small Cap Fund compare

Link copied to clipboard!

HDFC Small Cap Fund Regular Growth

Invest Now

UTI Small Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

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)	₹35781 Cr	₹4844 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

Scheme Name	HDFC Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Month	0.95%	-1.51%
6 Month	12.81%	8.2%
1 Year	1.79%	0.52%
3 Year	25.97%	20.53%
5 Year	33.37%	-

Scheme Name	HDFC Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	12.45%	9.35%
1 Year	16.33%	9.83%
3 Year	21.52%	19.79%
5 Year	24.41%	-

Scheme Name	HDFC Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	16.61%	22.14%
3 Year	19.63%	21.69%
5 Year	17.14%	-

Scheme Name	HDFC Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	15.99%	17.09%
Sharp	1.30%	1.00%
Beta	0.80%	0.84%
Alpha	2.79%	-1.95%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	HDFC Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	7.22	7.49
Small Cap	80.6	81.23
Mid Cap	8.23	11.28
Large Cap	3.95	-

Scheme Name	HDFC Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	6.62	4.58
Industrials	23.98	23.42
Consumer Cyclical	17.8	9.39
Consumer Defensive	1.93	4.14
Financial Services	14.12	16.62
Communication Services	1.81	5.08
Healthcare	12.19	11.29
Basic Materials	7.29	13.66
Utilities	0.37	-
Technology	13.89	10.45
Real Estate	-	1.37