UTI Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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UTI Small Cap Fund - Regular Plan - Growth Option

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Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹4351 Cr	₹3168 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

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	8.04%	5.71%
6 Month	-4.6%	-4.01%
1 Year	10.2%	5.11%
3 Year	24.18%	26.08%
5 Year	-	32.91%

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	11.43%	11.98%
1 Year	10.18%	9.91%
3 Year	20.81%	20.72%
5 Year	-	22.78%

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	22.14%	15.61%
3 Year	21.69%	17.89%
5 Year	-	15.53%

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	15.798%	14.09%
Sharp	0.643%	1.03%
Beta	0.797%	0.77%
Alpha	-1.253%	1.81%

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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

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
Others	4.22	10.65
Small Cap	80.51	82.41
Mid Cap	15.27	2.01
Large Cap	-	5.65

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Sundaram Small Cap Fund Regular Plan - Growth
Others	4.06	10.65
Consumer Defensive	5.74	-
Basic Materials	13.07	-
Communication Services	4.69	-
Industrials	23.36	-
Consumer Cyclical	10.66	-
Financial Services	11.96	-
Healthcare	13.9	-
Technology	11.08	-
Real Estate	1.48	-
Capital Markets	-	3.35
Auto Components	-	5.62
IT - Services	-	4.99
Industrial Manufacturing	-	1.22
Construction	-	2.37
Retailing	-	1.89
Banks	-	8.86
Chemicals & Petrochemicals	-	2.14
Consumer Durables	-	7.16
IT - Software	-	2.42
Pharmaceuticals & Biotechnology	-	5.38
Agricultural Food & other Products	-	2.13
Industrial Products	-	8.09
Fertilizers & Agrochemicals	-	2.12
Finance	-	6.48
Automobiles	-	0.58
Healthcare Services	-	4.5
Entertainment	-	0.95
Gas	-	1.31
Leisure Services	-	3.32
Cement & Cement Products	-	1.62
Other Consumer Services	-	0.97
Electrical Equipment	-	1.55
Insurance	-	0.83
Personal Products	-	1.26
Other Utilities	-	1.45
Realty	-	3.26
Transport Infrastructure	-	1.55
Aerospace & Defense	-	1.86
Textiles & Apparels	-	0.84