UTI Small Cap Fund vs HDFC Small Cap Fund compare

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HDFC Small Cap Fund Regular 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	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)	₹31230 Cr	₹4351 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	8.61%	6.58%
6 Month	-0.61%	-2%
1 Year	6.48%	12.58%
3 Year	26.24%	21.11%
5 Year	37.83%	-

Scheme Name	HDFC Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	5.75%	3.3%
1 Year	1.17%	-0.91%
3 Year	19.59%	18.25%
5 Year	24.07%	-

Scheme Name	HDFC Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	17.52%	25.55%
3 Year	19.66%	22.88%
5 Year	16.96%	-

Scheme Name	HDFC Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	16.223%	15.798%
Sharp	0.719%	0.643%
Beta	0.784%	0.797%
Alpha	1.828%	-1.253%

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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	6.66	4.22
Small Cap	80.87	80.51
Mid Cap	8.61	15.27
Large Cap	3.87	-

Scheme Name	HDFC Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	6.66	4.06
Industrials	23.81	23.36
Consumer Cyclical	18.74	10.66
Consumer Defensive	2.16	5.74
Financial Services	12.19	11.96
Communication Services	2.25	4.69
Healthcare	12.18	13.9
Basic Materials	6.7	13.07
Utilities	0.43	-
Technology	14.88	11.08
Real Estate	-	1.48