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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) | ₹8441 Cr | ₹4681 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 | 4.18% | 2.74% |
| 6 Month | 22.15% | 20.31% |
| 1 Year | -3.08% | -2.61% |
| 3 Year | 18.23% | 18.22% |
| 5 Year | 27.45% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.92% | 4.57% |
| 1 Year | 14.18% | 10.51% |
| 3 Year | 16.24% | 17.85% |
| 5 Year | 19.42% | - |
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 | 14.96% | 16.92% |
| Sharp | 0.73% | 0.68% |
| Beta | 0.74% | 0.84% |
| Alpha | -0.74% | -1.55% |
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 | 14.52 | 9.9 |
| Small Cap | 67.81 | 77.85 |
| Large Cap | 13.64 | - |
| Mid Cap | 4.03 | 12.25 |
Sector Allocation
| Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 14.52 | 5.65 |
| Industrials | 25.84 | 23.05 |
| Basic Materials | 23.73 | 12.3 |
| Financial Services | 5.48 | 15.01 |
| Real Estate | 1.49 | 1.31 |
| Consumer Cyclical | 13.81 | 10.15 |
| Technology | 1.11 | 11.65 |
| Healthcare | 7.45 | 11.85 |
| Energy | 1.03 | - |
| Utilities | 2.42 | - |
| Consumer Defensive | 2.83 | 4.13 |
| Communication Services | 0.31 | 4.9 |
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