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UTI Small Cap Fund vs ICICI Prudential Smallcap Fund compare
ICICI Prudential Smallcap Fund - Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8498 Cr | ₹4780 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Oct 2007 | 22 Dec 2020 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 22% | 12.69% |
| Expense Ratio | 1.81 | 1.9 |
| Manager | Sharmila D'mello | Deepesh Agarwal |
| ISIN Code | INF109K01BI0 | INF789F1AUO6 |
| Exits Load | ICICI Prudential Smallcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.45% | -2.74% |
| 6 Month | 20.4% | 18.43% |
| 1 Year | -4.28% | -2.78% |
| 3 Year | 18.03% | 18.49% |
| 5 Year | 26.89% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.13% | 2.59% |
| 1 Year | 7.51% | 3.72% |
| 3 Year | 14.84% | 16.25% |
| 5 Year | 19.04% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.47% | 20.97% |
| 3 Year | 16.12% | 22.04% |
| 5 Year | 15.92% | - |
Risk Management
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.89% | 16.76% |
| Sharp | 0.81% | 0.81% |
| Beta | 0.74% | 0.83% |
| Alpha | -1.96% | -2.15% |
Fund Managers
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Deepesh Agarwal |
| Total AUM | ₹354743 Cr | ₹35015 Cr |
| Funds Managed | 35 | 9 |
| ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.9 | 9.26 |
| Small Cap | 67.16 | 78.93 |
| Large Cap | 13.16 | - |
| Mid Cap | 3.77 | 11.81 |
Sector Allocation
| Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.9 | 5.32 |
| Communication Services | 0.33 | 4.88 |
| Industrials | 25.78 | 23.12 |
| Basic Materials | 24.82 | 12.4 |
| Financial Services | 3.64 | 15.22 |
| Real Estate | 1.43 | 1.26 |
| Consumer Cyclical | 12.86 | 10.12 |
| Technology | 1.15 | 11.24 |
| Healthcare | 7.51 | 12.16 |
| Energy | 0.79 | - |
| Utilities | 2.66 | - |
| Consumer Defensive | 3.13 | 4.28 |
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