- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4918 Cr | ₹16548 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 | 1.35% | 0.39% |
| 6 Month | 6.37% | 3.16% |
| 1 Year | 4.18% | -2.71% |
| 3 Year | 18.64% | 19.72% |
| 5 Year | - | 28.1% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.32% | -1.58% |
| 1 Year | 9.56% | 4.53% |
| 3 Year | 15.33% | 12.21% |
| 5 Year | - | 17.86% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 19.9% | 15.57% |
| 3 Year | 21.57% | 22.55% |
| 5 Year | - | 16.94% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.07% | 18.19% |
| Sharp | 0.71% | 0.73% |
| Beta | 0.83% | 0.90% |
| Alpha | -1.64% | -1.74% |
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 | 9.99 | 4.05 |
| Small Cap | 78.13 | 74.12 |
| Mid Cap | 11.88 | 19.76 |
| Large Cap | - | 2.07 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.13 | 2.62 |
| Basic Materials | 11.24 | 8.97 |
| Communication Services | 4.53 | - |
| Industrials | 24.41 | 26.38 |
| Financial Services | 14.88 | 17.59 |
| Healthcare | 11.63 | 8.77 |
| Technology | 13.2 | 10.38 |
| Consumer Cyclical | 9.53 | 15.98 |
| Consumer Defensive | 4.06 | 4.58 |
| Real Estate | 1.4 | 3.91 |
| Energy | - | 0.82 |
Top Comparisons
Franklin India Focused Equity Fund - Growth Plan
3Y Returns16%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns19.11%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns35.19%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns20.75%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.52%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns13.24%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns17.39%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns11.13%
