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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) | ₹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 | 6.44% | 6.76% |
| 6 Month | -2.93% | -4.92% |
| 1 Year | 13.69% | 0.42% |
| 3 Year | 21.05% | 28.69% |
| 5 Year | - | 48.73% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.82% | -3.15% |
| 1 Year | -13.98% | -17.48% |
| 3 Year | 13.33% | 16.96% |
| 5 Year | - | 26.11% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 25.55% | 10.46% |
| 3 Year | 22.88% | 10.33% |
| 5 Year | - | 10.13% |
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% |
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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 | 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 |
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