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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) | ₹4780 Cr | ₹3439 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 | -3.69% | -4.23% |
| 6 Month | 8.14% | 10% |
| 1 Year | 0.29% | -0.64% |
| 3 Year | 18.63% | 20.21% |
| 5 Year | - | 28.63% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.11% | 6.01% |
| 1 Year | 3.54% | 2.2% |
| 3 Year | 16.85% | 16.04% |
| 5 Year | - | 19.41% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.97% | 15.05% |
| 3 Year | 22.04% | 18.08% |
| 5 Year | - | 15.62% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.76% | 14.09% |
| Sharp | 0.81% | 1.04% |
| Beta | 0.83% | 0.77% |
| Alpha | -2.15% | 1.1% |
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 | 9.26 | 6.69 |
| Small Cap | 78.93 | 86.01 |
| Mid Cap | 11.81 | 1.59 |
| Large Cap | - | 5.71 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.32 | 5.94 |
| Basic Materials | 12.4 | 8.2 |
| Communication Services | 4.88 | 3.95 |
| Industrials | 23.12 | 19.36 |
| Financial Services | 15.22 | 19.47 |
| Healthcare | 12.16 | 12.14 |
| Technology | 11.24 | 3.61 |
| Consumer Cyclical | 10.12 | 20.31 |
| Consumer Defensive | 4.28 | 3.17 |
| Real Estate | 1.26 | 2.66 |
| Utilities | - | 1.18 |
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