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) | ₹491 Cr | ₹4351 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 | 1.74% | 4.62% |
6 Month | -7.48% | -2.03% |
1 Year | 2.31% | 12.52% |
3 Year | 21.51% | 20.5% |
5 Year | 33.9% | - |
SIP Return Analysis
Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.05% | 3.3% |
1 Year | -10.24% | -0.91% |
3 Year | 17.73% | 18.25% |
5 Year | 22.39% | - |
Rolling Lumpsum Returns
Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.61% | 25.55% |
3 Year | 24.75% | 22.88% |
5 Year | 19.19% | - |
Risk Management
Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.47% | 15.798% |
Sharp | 0.817% | 0.643% |
Beta | 0.823% | 0.797% |
Alpha | 1.666% | -1.253% |
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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 | 5.06 | 4.22 |
Small Cap | 81.56 | 80.51 |
Mid Cap | 10.58 | 15.27 |
Large Cap | 2.81 | - |
Sector Allocation
Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.06 | 4.06 |
Utilities | 8.02 | - |
Consumer Defensive | 7.73 | 5.74 |
Consumer Cyclical | 16.45 | 10.66 |
Financial Services | 6.05 | 11.96 |
Industrials | 32.99 | 23.36 |
Healthcare | 4.12 | 13.9 |
Basic Materials | 13.18 | 13.07 |
Technology | 2.63 | 11.08 |
Communication Services | 2.92 | 4.69 |
Real Estate | 0.83 | 1.48 |
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