UTI Small Cap Fund vs Nippon India Small Cap Fund compare

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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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	Nippon India Small Cap Fund - Growth Plan - Bonus Option	UTI Small Cap Fund - Regular Plan - Growth Option
Fund	Nippon India Small Cap Fund - Growth Plan - Bonus Option	UTI Small Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹68969 Cr	₹4918 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	16 Sep 2010	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	23%	12.69%
Expense Ratio	1.47	1.9
Manager	Tejas Sheth	Deepesh Agarwal
ISIN Code	INF204K01HZ0	INF789F1AUO6
Exits Load	Exit load of 1% if redeemed within 1 year./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	Nippon India Small Cap Fund - Growth Plan - Bonus Option	UTI Small Cap Fund - Regular Plan - Growth Option
1 Month	-	-3.7%
6 Month	-	-0.59%
1 Year	-	-6.34%
3 Year	-	16.28%
5 Year	-	-

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	-	-2.04%
1 Year	-	5.28%
3 Year	-	12.88%
5 Year	-	-

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	-	19.9%
3 Year	-	21.57%
5 Year	-	-

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	16.59%	17.19%
Sharp	0.86%	0.65%
Beta	0.82%	0.83%
Alpha	2.30%	-0.87%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	UTI Small Cap Fund - Regular Plan - Growth Option
Name	Tejas Sheth	Deepesh Agarwal
Total AUM	₹89953 Cr	₹35015 Cr
Funds Managed	3	9
	Nippon India Small Cap Fund - Growth Plan - Bonus Option	UTI Small Cap Fund - Regular Plan - Growth Option

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	UTI Small Cap Fund - Regular Plan - Growth Option
Others	5.23	9.99
Small Cap	70	78.13
Large Cap	11.94	-
Mid Cap	12.83	11.88

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	UTI Small Cap Fund - Regular Plan - Growth Option
Others	5.23	5.13
IT - Services	2.62	-
Telecom - Equipment & Accessories	1.27	-
Consumer Durables	7.21	-
Industrial Products	9.04	-
Textiles & Apparels	2.62	-
Electrical Equipment	7.25	-
Diversified FMCG	0.41	-
Pharmaceuticals & Biotechnology	4.89	-
Banks	5.79	-
Realty	0.58	-
Chemicals & Petrochemicals	3.55	-
IT - Software	2.46	-
Leisure Services	1.54	-
Paper, Forest & Jute Products	1.08	-
Industrial Manufacturing	2.63	-
Aerospace & Defense	1.69	-
Transport Services	0.49	-
Cement & Cement Products	1.24	-
Fertilizers & Agrochemicals	1.79	-
Capital Markets	4.66	-
Construction	3.26	-
Power	1.84	-
Media	0.08	-
IT - Hardware	0.06	-
Healthcare Services	2.27	-
Agricultural Food & other Products	1.89	-
Finance	2.98	-
Other Consumer Services	1.15	-
Petroleum Products	0.27	-
Entertainment	0.51	-
Diversified Metals	0.86	-
Retailing	1.32	-
Food Products	1.4	-
Auto Components	6.15	-
Commercial Services & Supplies	0.94	-
Household Products	1.13	-
Telecom - Services	0.69	-
Diversified	0.11	-
Consumable Fuels	0.56	-
Personal Products	1.15	-
Beverages	1.23	-
Automobiles	0.15	-
Other Utilities	0.82	-
Insurance	0.58	-
Agricultural, Commercial & Construction Vehicles	0.4	-
Ferrous Metals	0.16	-
Basic Materials	-	11.24
Communication Services	-	4.53
Industrials	-	24.41
Financial Services	-	14.88
Healthcare	-	11.63
Technology	-	13.2
Consumer Cyclical	-	9.53
Consumer Defensive	-	4.06
Real Estate	-	1.4