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

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tortoise-icon UTI Small Cap Fund - Regular Plan - Growth Option

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tortoise-icon 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) ₹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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