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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) | ₹4669 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 | 1.15% | 0.27% |
| 6 Month | 12.95% | 9.06% |
| 1 Year | -1.92% | -6.19% |
| 3 Year | 18% | 22.97% |
| 5 Year | - | 32.96% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.77% | 2.81% |
| 1 Year | 13.17% | 11.78% |
| 3 Year | 17.04% | 16.43% |
| 5 Year | - | 22.11% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 19.9% | 10.2% |
| 3 Year | 21.57% | 10.46% |
| 5 Year | - | 10.35% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 17.07% | 18.497% |
| Sharp | 0.71% | 0.792% |
| Beta | 0.83% | 0.929% |
| Alpha | -1.64% | 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 | 8.2 | 16.55 |
| Small Cap | 78.96 | 63.1 |
| Mid Cap | 12.84 | 0.52 |
| Large Cap | - | 19.83 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.66 | 9.04 |
| Basic Materials | 11.79 | 8.01 |
| Communication Services | 4.92 | 2.91 |
| Industrials | 24.56 | 6.74 |
| Financial Services | 14.94 | 17.06 |
| Healthcare | 11.54 | 14.71 |
| Technology | 12.66 | 2.46 |
| Consumer Cyclical | 10.48 | 12.69 |
| Consumer Defensive | 4.18 | 4.41 |
| Real Estate | 1.27 | 2.61 |
| Energy | - | 16.38 |
| Utilities | - | 2.98 |
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