- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹8452 Cr | ₹4833 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 | -1.65% | -2.37% |
| 6 Month | -0.61% | -1.99% |
| 1 Year | -4.16% | -6.5% |
| 3 Year | 15.92% | 16.9% |
| 5 Year | 22.81% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.39% | -2.48% |
| 1 Year | 6.54% | 5.45% |
| 3 Year | 10.51% | 12.75% |
| 5 Year | 14.92% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.87% | 19.9% |
| 3 Year | 16.42% | 21.57% |
| 5 Year | 16.12% | - |
Risk Management
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.11% | 17.19% |
| Sharp | 0.64% | 0.65% |
| Beta | 0.72% | 0.83% |
| Alpha | -0.78% | -0.87% |
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 | 14.33 | 10.83 |
| Small Cap | 66.62 | 76.99 |
| Large Cap | 14.25 | - |
| Mid Cap | 4.79 | 12.18 |
Sector Allocation
| Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 12.84 | 5.2 |
| Industrials | 26.46 | 24.26 |
| Financial Services | 8.9 | 15.06 |
| Basic Materials | 22.9 | 11.36 |
| Consumer Cyclical | 12.76 | 9.11 |
| Healthcare | 7.17 | 11.67 |
| Energy | 0.65 | - |
| Utilities | 2.45 | - |
| Real Estate | 1.44 | 1.23 |
| Consumer Defensive | 2.87 | 4.44 |
| Technology | 1.18 | 13.39 |
| Communication Services | 0.37 | 4.29 |
Top Comparisons
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns16.29%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.37%
HDFC Value Fund - Growth Plan
3Y Returns18.39%
Bandhan Value Fund - Regular Plan - Growth
3Y Returns16.88%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8.03%
HSBC Credit Risk Fund - Regular Growth
3Y Returns11.09%
LIC Nifty Next 50 Index Fund Growth
3Y Returns15.99%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns15.99%
