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

Link copied to clipboard!

LIC MF Small Cap Fund Regular - Growth

Invest Now

UTI Small Cap Fund - Regular Plan - Growth Option

Invest Now

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)	₹605 Cr	₹4844 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

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Month	-1.83%	-3.09%
6 Month	-1.55%	5.16%
1 Year	-8.22%	-0.34%
3 Year	19.56%	19.47%
5 Year	30.21%	-

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	8.81%	9.35%
1 Year	2.8%	9.83%
3 Year	18.9%	19.79%
5 Year	22.1%	-

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	12.25%	20.97%
3 Year	23.93%	22.04%
5 Year	21.05%	-

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	18.95%	17.09%
Sharp	0.92%	1.00%
Beta	0.92%	0.84%
Alpha	-3.53%	-1.95%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	3.81	7.49
Large Cap	4.06	-
Small Cap	81.85	81.23
Mid Cap	10.27	11.28

Scheme Name	LIC MF Small Cap Fund Regular - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	3.81	4.58
Technology	5.13	10.45
Consumer Defensive	7.4	4.14
Financial Services	7.32	16.62
Industrials	35.49	23.42
Healthcare	3.57	11.29
Consumer Cyclical	16.11	9.39
Utilities	6.35	-
Basic Materials	12.59	13.66
Communication Services	1.78	5.08
Real Estate	0.45	1.37