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UTI Small Cap Fund vs HSBC Small Cap Fund compare

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tortoise-icon UTI Small Cap Fund - Regular Plan - Growth Option

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tortoise-icon HSBC Small Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Very High Risk
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 Index
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 -11.53% -14.98%
6 Month -11.77% -16.74%
1 Year 4.83% -2.3%
3 Year 14.43% 16.72%
5 Year - 24.85%

SIP Return Analysis

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year -9.58% -20.98%
3 Year 14.58% 14.29%
5 Year - 24.07%

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 13.53% 14.69%
Sharp 1.09% 1.4%
Beta 0.72% 0.8%
Alpha 2.51% 7.09%

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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
Fund Manage 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 3.85 1.17
Small Cap 83.91 73.18
Mid Cap 12.18 22.57
Large Cap - 3.08

Sector Allocation

Scheme Name

UTI Small Cap Fund - Regular Plan - Growth Option

HSBC Small Cap Fund - Regular Growth

Others 2.58 1.17
Financial 12.56 -
Consumer Staples 2.32 -
Healthcare 11.67 -
Technology 8.19 -
Energy 1.14 -
Chemicals 4.16 -
Materials 4.1 -
Capital Goods 11.39 -
Services 13.27 -
Metals & Mining 8.08 -
Automobile 3.71 -
Textiles 4.55 -
Construction 5.69 8.11
Consumer Discretionary 6.53 -
Realty - 5.29
Capital Markets - 9.27
Industrial Products - 15.58
Retailing - 2.24
Banks - 3.02
Pharmaceuticals & Biotechnology - 6.21
Electrical Equipment - 4.47
Healthcare Services - 0.36
IT - Software - 3.85
Paper, Forest & Jute Products - 2.38
Auto Components - 5.47
Agricultural Food & other Products - 1.58
Fertilizers & Agrochemicals - 2.59
Finance - 4.13
Chemicals & Petrochemicals - 1.75
Textiles & Apparels - 4.99
Gas - 1.5
Consumer Durables - 7.83
Leisure Services - 1.9
Industrial Manufacturing - 3.01
Other Consumer Services - 0.23
Household Products - 0.32
Commercial Services & Supplies - 1.67
Beverages - 1.08

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