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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) | ₹4681 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 | 3.6% | 3.91% |
| 6 Month | 20.78% | 17.67% |
| 1 Year | -1.8% | -8.4% |
| 3 Year | 18.53% | 23.98% |
| 5 Year | - | 33.65% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.57% | 2.89% |
| 1 Year | 10.51% | 5.97% |
| 3 Year | 17.85% | 17.33% |
| 5 Year | - | 23.26% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 20.97% | 10.28% |
| 3 Year | 22.04% | 10.43% |
| 5 Year | - | 10.27% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.92% | 18.497% |
| Sharp | 0.68% | 0.792% |
| Beta | 0.84% | 0.929% |
| Alpha | -1.55% | 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 | 9.9 | 10.25 |
| Small Cap | 77.85 | 66.74 |
| Mid Cap | 12.25 | 0.49 |
| Large Cap | - | 22.52 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.65 | 6.47 |
| Basic Materials | 12.3 | 8.55 |
| Communication Services | 4.9 | 3.01 |
| Industrials | 23.05 | 6.72 |
| Financial Services | 15.01 | 19.17 |
| Healthcare | 11.85 | 15.38 |
| Technology | 11.65 | 2.27 |
| Consumer Cyclical | 10.15 | 12.49 |
| Consumer Defensive | 4.13 | 4.8 |
| Real Estate | 1.31 | 2.84 |
| Energy | - | 15.94 |
| Utilities | - | 2.36 |
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