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 | 6.44% | 8.11% |
6 Month | -2.93% | -0.47% |
1 Year | 13.69% | 8.9% |
3 Year | 21.05% | 24.3% |
5 Year | - | 34.9% |
SIP Return Analysis
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -4.82% | -2.36% |
1 Year | -13.98% | -12.04% |
3 Year | 13.33% | 14.56% |
5 Year | - | 19.78% |
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% | 0.69% |
Beta | 0.797% | 0.77% |
Alpha | -1.253% | 1.31% |
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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 | 6.13 |
Small Cap | 80.51 | 84.96 |
Mid Cap | 15.27 | 2.15 |
Large Cap | - | 6.23 |
Sector Allocation
Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.06 | 6.13 |
Consumer Defensive | 5.74 | - |
Basic Materials | 13.07 | - |
Communication Services | 4.69 | - |
Industrials | 23.36 | - |
Consumer Cyclical | 10.66 | - |
Financial Services | 11.96 | - |
Healthcare | 13.9 | - |
Technology | 11.08 | - |
Real Estate | 1.48 | - |
Capital Markets | - | 3.69 |
Auto Components | - | 6.36 |
Construction | - | 2.73 |
IT - Services | - | 5.03 |
Industrial Manufacturing | - | 1.28 |
Retailing | - | 1.73 |
Banks | - | 7.41 |
Chemicals & Petrochemicals | - | 2.82 |
Consumer Durables | - | 7.87 |
IT - Software | - | 2.54 |
Pharmaceuticals & Biotechnology | - | 5.55 |
Agricultural Food & other Products | - | 2.19 |
Industrial Products | - | 8.5 |
Fertilizers & Agrochemicals | - | 2.1 |
Finance | - | 6.93 |
Automobiles | - | 0.63 |
Healthcare Services | - | 4.43 |
Entertainment | - | 0.95 |
Gas | - | 1.22 |
Leisure Services | - | 3.57 |
Cement & Cement Products | - | 1.79 |
Other Consumer Services | - | 1.17 |
Electrical Equipment | - | 1.53 |
Insurance | - | 0.87 |
Personal Products | - | 1.21 |
Other Utilities | - | 1.4 |
Realty | - | 3.16 |
Transport Infrastructure | - | 1.56 |
Aerospace & Defense | - | 1.83 |
Textiles & Apparels | - | 0.79 |
Beverages | - | 0.5 |
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