UTI Small Cap Fund vs Quant Small Cap Fund compare
UTI Small Cap Fund - Regular Plan - Growth Option
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|
Fund | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4351 Cr | ₹25183 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 22 Dec 2020 | 30 Oct 1996 |
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 | 1.9 | 1.6 |
Manager | Deepesh Agarwal | Sanjeev Sharma |
ISIN Code | INF789F1AUO6 | INF966L01AA0 |
Exits Load | 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 | Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Month | 8.04% | 4.18% |
6 Month | -4.6% | -6.44% |
1 Year | 10.2% | -3.76% |
3 Year | 24.18% | 29.61% |
5 Year | - | 46.14% |
SIP Return Analysis
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 11.43% | 8.95% |
1 Year | 10.18% | 0.69% |
3 Year | 20.81% | 21.41% |
5 Year | - | 27.53% |
Rolling Lumpsum Returns
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 22.14% | 10.37% |
3 Year | 21.69% | 10.4% |
5 Year | - | 10.21% |
Risk Management
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 15.798% | 18.497% |
Sharp | 0.643% | 0.792% |
Beta | 0.797% | 0.929% |
Alpha | -1.253% | 1.342% |
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Fund Managers
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|
Name | Deepesh Agarwal | Sanjeev Sharma |
Total AUM | ₹35015 Cr | ₹39731 Cr |
Funds Managed | 9 | 22 |
UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 4.22 | 10.03 |
Small Cap | 80.51 | 63.33 |
Mid Cap | 15.27 | 3.42 |
Large Cap | - | 23.22 |
Sector Allocation
Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 4.06 | 9.23 |
Consumer Defensive | 5.74 | 5.01 |
Basic Materials | 13.07 | 8.59 |
Communication Services | 4.69 | 3.92 |
Industrials | 23.36 | 4.46 |
Consumer Cyclical | 10.66 | 14.28 |
Financial Services | 11.96 | 15.78 |
Healthcare | 13.9 | 13.56 |
Technology | 11.08 | 2.85 |
Real Estate | 1.48 | 1.72 |
Energy | - | 18.22 |
Utilities | - | 2.37 |
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