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UTI Small Cap Fund vs HSBC Small Cap Fund compare
UTI Small Cap Fund - Regular Plan - Growth Option
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4780 Cr | ₹16536 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Dec 2020 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 12.69% | 15% |
| Expense Ratio | 1.9 | 1.67 |
| Manager | Deepesh Agarwal | Venugopal Manghat |
| ISIN Code | INF789F1AUO6 | INF917K01QC7 |
| Exits Load | 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 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -2.64% | -4.53% |
| 6 Month | 14.55% | 12.91% |
| 1 Year | -0.66% | -7.09% |
| 3 Year | 19.9% | 21.31% |
| 5 Year | - | 30.09% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.53% | 2.22% |
| 1 Year | 3.54% | -4.98% |
| 3 Year | 16.84% | 14.01% |
| 5 Year | - | 20.28% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 20.97% | 16.64% |
| 3 Year | 22.04% | 22.95% |
| 5 Year | - | 16.64% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.76% | 17.95% |
| Sharp | 0.81% | 0.87% |
| Beta | 0.83% | 0.90% |
| Alpha | -2.15% | -1.55% |
Fund Managers
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Deepesh Agarwal | Venugopal Manghat |
| Total AUM | ₹35015 Cr | ₹41442 Cr |
| Funds Managed | 9 | 7 |
| UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.26 | 3.42 |
| Small Cap | 78.93 | 72.11 |
| Mid Cap | 11.81 | 22.31 |
| Large Cap | - | 2.16 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.32 | 3.42 |
| Basic Materials | 12.4 | 11.06 |
| Communication Services | 4.88 | - |
| Industrials | 23.12 | 28.92 |
| Financial Services | 15.22 | 16.18 |
| Healthcare | 12.16 | 7.18 |
| Technology | 11.24 | 8.65 |
| Consumer Cyclical | 10.12 | 15.6 |
| Consumer Defensive | 4.28 | 4.31 |
| Real Estate | 1.26 | 3.79 |
| Energy | - | 0.9 |
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