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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) | ₹4351 Cr | ₹15453 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 | 1.66% | 1.18% |
| 6 Month | -9.2% | -14.22% |
| 1 Year | 6.97% | -3.31% |
| 3 Year | 15.2% | 17.64% |
| 5 Year | - | 34.26% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.86% | -4.76% |
| 1 Year | -8.65% | -17.7% |
| 3 Year | 15.9% | 15.15% |
| 5 Year | - | 22.97% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 25.55% | 19.2% |
| 3 Year | 22.88% | 23.02% |
| 5 Year | - | 15.83% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.798% | 18.203% |
| Sharp | 0.643% | 0.572% |
| Beta | 0.797% | 0.882% |
| Alpha | -1.253% | -0.639% |
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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 | 4.22 | 3.74 |
| Small Cap | 80.51 | 72.68 |
| Mid Cap | 15.27 | 21 |
| Large Cap | - | 2.59 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.06 | 6.47 |
| Consumer Defensive | 5.74 | 3.38 |
| Basic Materials | 13.07 | 10.53 |
| Communication Services | 4.69 | - |
| Industrials | 23.36 | 27.7 |
| Consumer Cyclical | 10.66 | 16.29 |
| Financial Services | 11.96 | 14.59 |
| Healthcare | 13.9 | 4.47 |
| Technology | 11.08 | 9.98 |
| Real Estate | 1.48 | 5.2 |
| Energy | - | 1.4 |
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