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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.66% | 3.46% |
| 6 Month | -9.2% | -10.47% |
| 1 Year | 6.97% | 0.06% |
| 3 Year | 15.2% | 17.22% |
| 5 Year | - | 31.45% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.86% | -0.29% |
| 1 Year | -8.65% | -8.28% |
| 3 Year | 15.9% | 16.71% |
| 5 Year | - | 21.34% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 25.55% | 16.78% |
| 3 Year | 22.88% | 18.05% |
| 5 Year | - | 15.38% |
Risk Management
| 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% | 0.52% |
| Beta | 0.797% | 0.77% |
| Alpha | -1.253% | 0.22% |
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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 | 4.22 | 8.14 |
| Small Cap | 80.51 | 83.41 |
| Mid Cap | 15.27 | 2.94 |
| Large Cap | - | 5.51 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.06 | 8.9 |
| Consumer Defensive | 5.74 | 4.93 |
| Basic Materials | 13.07 | 9.08 |
| Communication Services | 4.69 | 3.59 |
| Industrials | 23.36 | 19.46 |
| Consumer Cyclical | 10.66 | 18.36 |
| Financial Services | 11.96 | 17.68 |
| Healthcare | 13.9 | 9.08 |
| Technology | 11.08 | 4.4 |
| Real Estate | 1.48 | 3.3 |
| Utilities | - | 1.22 |
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