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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) | ₹4669 Cr | ₹3341 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 | 3.89% | 3.29% |
| 6 Month | 12.96% | 14.92% |
| 1 Year | 1.38% | 1.62% |
| 3 Year | 18.66% | 20.75% |
| 5 Year | - | 27.58% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.15% | 2.95% |
| 1 Year | 10.01% | 16.44% |
| 3 Year | 16.6% | 17.75% |
| 5 Year | - | 19.71% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.9% | 14.64% |
| 3 Year | 21.57% | 18.25% |
| 5 Year | - | 15.68% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.97% | 14.09% |
| Sharp | 0.63% | 0.87% |
| Beta | 0.84% | 0.77% |
| Alpha | -3.05% | 0.62% |
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 | 8.2 | 8.28 |
| Small Cap | 78.96 | 84.1 |
| Mid Cap | 12.84 | 1.7 |
| Large Cap | - | 5.92 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.66 | 6.01 |
| Basic Materials | 11.79 | 7.98 |
| Communication Services | 4.92 | 5.47 |
| Industrials | 24.56 | 18.55 |
| Financial Services | 14.94 | 18.08 |
| Healthcare | 11.54 | 12.08 |
| Technology | 12.66 | 4.45 |
| Consumer Cyclical | 10.48 | 21.13 |
| Consumer Defensive | 4.18 | 2.7 |
| Real Estate | 1.27 | 2.41 |
| Utilities | - | 1.14 |
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