UTI Small Cap Fund vs LIC MF Small Cap Fund Regular compare

UTI Small Cap Fund vs LIC MF Small Cap Fund Regular compare

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LIC MF Small Cap Fund Regular - Growth

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UTI Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Fund	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹632 Cr	₹4669 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹500	₹1000
Launch Date	21 Jun 2017	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	%	12.69%
Expense Ratio	2.42	1.9
Manager	Yogesh Patil	Deepesh Agarwal
ISIN Code	INF397L01JW3	INF789F1AUO6
Exits Load	LIC MF Small Cap Fund - 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	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Month	2.51%	4.54%
6 Month	11.22%	13.02%
1 Year	-5.04%	2.63%
3 Year	18%	19.03%
5 Year	27.87%	-

SIP Return Analysis

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	0.66%	1.15%
1 Year	3.83%	10.01%
3 Year	15.02%	16.6%
5 Year	18.6%	-

Rolling Lumpsum Returns

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	11.6%	19.9%
3 Year	23.69%	21.57%
5 Year	21.7%	-

Risk Management

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	18.26%	16.97%
Sharp	0.62%	0.63%
Beta	0.90%	0.84%
Alpha	-3.40%	-3.05%

Fund Managers

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Name	Yogesh Patil	Deepesh Agarwal
Total AUM	₹5898 Cr	₹35015 Cr
Funds Managed	7	9
	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	4.07	8.2
Large Cap	5.33	-
Small Cap	82.8	78.96
Mid Cap	7.81	12.84

Sector Allocation

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	2.9	3.66
Technology	7.3	12.66
Consumer Defensive	6.4	4.18
Basic Materials	15.65	11.79
Communication Services	0.72	4.92
Healthcare	6.91	11.54
Financial Services	6.66	14.94
Industrials	31.79	24.56
Consumer Cyclical	15.48	10.48
Utilities	6.18	-
Real Estate	-	1.27

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