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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) | ₹4737 Cr | ₹15969 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 | -6.38% | -6.85% |
| 6 Month | -11.68% | -15.07% |
| 1 Year | -5.61% | -10.63% |
| 3 Year | 15.14% | 15.48% |
| 5 Year | 18.32% | 21.48% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.65% | -5.66% |
| 1 Year | -1.4% | -5.45% |
| 3 Year | 9.18% | 5.38% |
| 5 Year | 13.47% | 13.4% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.67% | 15.08% |
| 3 Year | 20.86% | 22.21% |
| 5 Year | 20.04% | 17.17% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13.53% | 14.69% |
| Sharp | 0.7% | 0.71% |
| Beta | 0.82% | 0.89% |
| Alpha | -1.04% | -1.18% |
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 | 12.46 | 8.13 |
| Small Cap | 75.03 | 71.77 |
| Mid Cap | 12.5 | 18.01 |
| Large Cap | - | 2.09 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.41 | 1.11 |
| Basic Materials | 11.99 | 7.84 |
| Communication Services | 4.33 | - |
| Industrials | 24.03 | 23.28 |
| Financial Services | 15.88 | 22.65 |
| Healthcare | 11.6 | 10 |
| Technology | 13.9 | 9.63 |
| Consumer Cyclical | 8.14 | 17.27 |
| Consumer Defensive | 4.48 | 4.39 |
| Real Estate | 1.25 | 3.01 |
| Energy | - | 0.82 |
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