Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Small Cap Fund vs Quant Small Cap Fund compare

Link copied to clipboard!

tortoise-icon UTI Small Cap Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Quant Small Cap Fund Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.4%

VS

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.4%

Compare Now

Kotak Equity Arbitrage Fund - Growth Kotak Equity Arbitrage Fund - Growth

3Y Returns7.06%

VS

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.71%

Compare Now

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns7.82%

VS

Tata Corporate Bond Fund-Regular Plan-Growth Tata Corporate Bond Fund-Regular Plan-Growth

3Y Returns7.59%

Compare Now

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns7.7%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns7.7%

Compare Now
Add to Cart Successfully