- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
UTI Small Cap Fund - Regular Plan - Growth Option
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4833 Cr | ₹3450 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Dec 2020 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 12.69% | 22% |
| Expense Ratio | 1.9 | 1.97 |
| Manager | Deepesh Agarwal | Rohit Seksaria |
| ISIN Code | INF789F1AUO6 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.05% | -4.02% |
| 6 Month | -3.4% | -0.43% |
| 1 Year | -8.25% | -4.4% |
| 3 Year | 16.44% | 18.86% |
| 5 Year | - | 22.3% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.48% | -0.73% |
| 1 Year | 5.45% | 10.98% |
| 3 Year | 12.75% | 13.87% |
| 5 Year | - | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.9% | 14.27% |
| 3 Year | 21.57% | 18.58% |
| 5 Year | - | 15.81% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.19% | 14.09% |
| Sharp | 0.65% | 0.88% |
| Beta | 0.83% | 0.77% |
| Alpha | -0.87% | 2.04% |
Fund Managers
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Deepesh Agarwal | Rohit Seksaria |
| Total AUM | ₹35015 Cr | ₹0 Cr |
| Funds Managed | 9 | 15 |
| UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 10.83 | 7.97 |
| Small Cap | 76.99 | 83.24 |
| Mid Cap | 12.18 | 2.29 |
| Large Cap | - | 6.5 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.2 | 4.94 |
| Basic Materials | 11.36 | 8.75 |
| Communication Services | 4.29 | 5.1 |
| Industrials | 24.26 | 18.92 |
| Financial Services | 15.06 | 19.4 |
| Healthcare | 11.67 | 12.01 |
| Technology | 13.39 | 4.57 |
| Consumer Cyclical | 9.11 | 20.39 |
| Consumer Defensive | 4.44 | 2.57 |
| Real Estate | 1.23 | 2.33 |
| Utilities | - | 1.03 |
Top Comparisons
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.07%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.65%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns20.94%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns21.16%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.44%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.32%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns6.8%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.14%
