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) | ₹4844 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 | -1.02% | -0.77% |
6 Month | 7.29% | 9.18% |
1 Year | 1.15% | -6.59% |
3 Year | 20.4% | 27.52% |
5 Year | - | 39.66% |
SIP Return Analysis
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 9.35% | 7.98% |
1 Year | 9.83% | 5.14% |
3 Year | 19.79% | 20.84% |
5 Year | - | 26.27% |
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 | 17.09% | 18.497% |
Sharp | 1.00% | 0.792% |
Beta | 0.84% | 0.929% |
Alpha | -1.95% | 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 | 7.49 | 9.12 |
Small Cap | 81.23 | 67.02 |
Mid Cap | 11.28 | 0.82 |
Large Cap | - | 23.05 |
Sector Allocation
Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 4.58 | 4.99 |
Basic Materials | 13.66 | 9.28 |
Communication Services | 5.08 | 3.26 |
Industrials | 23.42 | 7.26 |
Financial Services | 16.62 | 17.95 |
Consumer Cyclical | 9.39 | 13.61 |
Healthcare | 11.29 | 13.98 |
Technology | 10.45 | 2.95 |
Consumer Defensive | 4.14 | 4.86 |
Real Estate | 1.37 | 1.62 |
Energy | - | 17.29 |
Utilities | - | 2.96 |
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