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) | ₹4844 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 | -1.84% | -0.99% |
6 Month | 6.52% | 7.45% |
1 Year | 0.26% | 0.97% |
3 Year | 20.34% | 22.49% |
5 Year | - | 30.81% |
SIP Return Analysis
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 9.35% | 10.72% |
1 Year | 9.83% | 12.13% |
3 Year | 19.79% | 20.07% |
5 Year | - | 21.93% |
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 | 17.09% | 14.09% |
Sharp | 1.00% | 1.22% |
Beta | 0.84% | 0.78% |
Alpha | -1.95% | 0.83% |
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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 | 7.49 | 6.69 |
Small Cap | 81.23 | 86.01 |
Mid Cap | 11.28 | 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 | 4.58 | 5.94 |
Basic Materials | 13.66 | 8.2 |
Communication Services | 5.08 | 3.95 |
Industrials | 23.42 | 19.36 |
Financial Services | 16.62 | 19.47 |
Consumer Cyclical | 9.39 | 20.31 |
Healthcare | 11.29 | 12.14 |
Technology | 10.45 | 3.61 |
Consumer Defensive | 4.14 | 3.17 |
Real Estate | 1.37 | 2.66 |
Utilities | - | 1.18 |
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