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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) | ₹4833 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 | -0.61% | -1.62% |
| 6 Month | -0.73% | 1.12% |
| 1 Year | -3.84% | -1.93% |
| 3 Year | 19.37% | 23.73% |
| 5 Year | 20.65% | 29.82% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.73% | -3.67% |
| 1 Year | 1.8% | 1.14% |
| 3 Year | 11.87% | 11.52% |
| 5 Year | - | 18.81% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 19.9% | 9.79% |
| 3 Year | 21.57% | 10.56% |
| 5 Year | - | 10.66% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.19% | 18.497% |
| Sharp | 0.65% | 0.792% |
| Beta | 0.83% | 0.929% |
| Alpha | -0.87% | 1.342% |
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 | 10.83 | 16.88 |
| Small Cap | 76.99 | 61.43 |
| Mid Cap | 12.18 | 0.95 |
| Large Cap | - | 20.74 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.2 | 7.68 |
| Basic Materials | 11.36 | 7.4 |
| Communication Services | 4.29 | 3.03 |
| Industrials | 24.26 | 6.74 |
| Financial Services | 15.06 | 19.33 |
| Healthcare | 11.67 | 13.85 |
| Technology | 13.39 | 2.78 |
| Consumer Cyclical | 9.11 | 12.63 |
| Consumer Defensive | 4.44 | 4.08 |
| Real Estate | 1.23 | 2.48 |
| Energy | - | 17.04 |
| Utilities | - | 2.95 |
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