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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) | ₹4833 Cr | ₹16203 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 | -0.83% | -0.58% |
| 6 Month | -0.41% | -2.87% |
| 1 Year | -4.47% | -12.03% |
| 3 Year | 18.18% | 19.02% |
| 5 Year | 20.58% | 25.57% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.73% | -5.18% |
| 1 Year | 1.8% | -3.27% |
| 3 Year | 11.87% | 8.26% |
| 5 Year | - | 15.53% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 19.9% | 15.24% |
| 3 Year | 21.57% | 22.35% |
| 5 Year | - | 17.1% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.19% | 18.31% |
| Sharp | 0.65% | 0.66% |
| Beta | 0.83% | 0.90% |
| Alpha | -0.87% | -0.89% |
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 | 10.83 | 4.94 |
| Small Cap | 76.99 | 74.91 |
| Mid Cap | 12.18 | 18.14 |
| Large Cap | - | 2.01 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.2 | 2.15 |
| Basic Materials | 11.36 | 7.05 |
| Communication Services | 4.29 | - |
| Industrials | 24.26 | 23.58 |
| Financial Services | 15.06 | 20.3 |
| Healthcare | 11.67 | 9.46 |
| Technology | 13.39 | 10.63 |
| Consumer Cyclical | 9.11 | 17.14 |
| Consumer Defensive | 4.44 | 4.24 |
| Real Estate | 1.23 | 4.6 |
| Energy | - | 0.86 |
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