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UTI Small Cap Fund vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹619 Cr | ₹4833 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹200 | ₹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 | -4% | -2.8% |
| 6 Month | -0.88% | -0.81% |
| 1 Year | -15.1% | -7.07% |
| 3 Year | 15.72% | 16.82% |
| 5 Year | 22.72% | - |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.19% | -3.73% |
| 1 Year | -4.72% | 1.8% |
| 3 Year | 9.15% | 11.87% |
| 5 Year | 14.67% | - |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.96% | 19.9% |
| 3 Year | 23.41% | 21.57% |
| 5 Year | 22.73% | - |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.47% | 17.19% |
| Sharp | 0.56% | 0.65% |
| Beta | 0.88% | 0.83% |
| Alpha | -2.38% | -0.87% |
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 | 6.13 | 10.83 |
| Large Cap | 4.76 | - |
| Small Cap | 83.09 | 76.99 |
| Mid Cap | 6.02 | 12.18 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.32 | 5.2 |
| Technology | 6.47 | 13.39 |
| Consumer Defensive | 8.52 | 4.44 |
| Communication Services | 1.06 | 4.29 |
| Healthcare | 7.67 | 11.67 |
| Financial Services | 7.47 | 15.06 |
| Industrials | 31.13 | 24.26 |
| Consumer Cyclical | 14.95 | 9.11 |
| Utilities | 5.39 | - |
| Basic Materials | 14.5 | 11.36 |
| Real Estate | 0.53 | 1.23 |
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