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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) | ₹604 Cr | ₹4681 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 | 6.78% | 2.35% |
| 6 Month | 18.38% | 19.85% |
| 1 Year | -8.67% | -2.87% |
| 3 Year | 16.56% | 17.25% |
| 5 Year | 27.03% | - |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.1% | 4.57% |
| 1 Year | 5.49% | 10.51% |
| 3 Year | 17.19% | 17.85% |
| 5 Year | 20.19% | - |
Rolling Lumpsum Returns
| 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% | - |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.31% | 16.92% |
| Sharp | 0.56% | 0.68% |
| Beta | 0.90% | 0.84% |
| Alpha | -3.83% | -1.55% |
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 | 8.77 | 9.26 |
| Large Cap | 3.82 | - |
| Small Cap | 77.84 | 78.93 |
| Mid Cap | 9.57 | 11.81 |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.77 | 5.32 |
| Technology | 6.07 | 11.24 |
| Consumer Defensive | 7.79 | 4.28 |
| Basic Materials | 11.99 | 12.4 |
| Financial Services | 6.74 | 15.22 |
| Industrials | 31.47 | 23.12 |
| Healthcare | 4.1 | 12.16 |
| Consumer Cyclical | 14.94 | 10.12 |
| Utilities | 6.52 | - |
| Communication Services | 1.54 | 4.88 |
| Real Estate | 0.07 | 1.26 |
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