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UTI Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹11792 Cr | ₹4918 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2018 | 22 Dec 2020 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | 12.69% |
| Expense Ratio | 1.7 | 1.9 |
| Manager | Chandraprakash Padiyar | Deepesh Agarwal |
| ISIN Code | INF277K015O2 | INF789F1AUO6 |
| Exits Load | Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.43% | 1.35% |
| 6 Month | 0.72% | 6.37% |
| 1 Year | -6.94% | 4.18% |
| 3 Year | 18.15% | 18.64% |
| 5 Year | 26.77% | - |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.94% | -0.32% |
| 1 Year | -2.33% | 9.56% |
| 3 Year | 10.88% | 15.33% |
| 5 Year | 16.95% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.31% | 19.9% |
| 3 Year | 28.33% | 21.57% |
| 5 Year | 30.21% | - |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.07% | 17.07% |
| Sharp | 0.80% | 0.71% |
| Beta | 0.76% | 0.83% |
| Alpha | 0.09% | -1.64% |
Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Chandraprakash Padiyar | Deepesh Agarwal |
| Total AUM | ₹15627 Cr | ₹35015 Cr |
| Funds Managed | 3 | 9 |
| Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 18.19 | 9.99 |
| Small Cap | 74.45 | 78.13 |
| Mid Cap | 7.36 | 11.88 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 12.98 | 5.13 |
| Industrials | 25.91 | 24.41 |
| Healthcare | 5.46 | 11.63 |
| Basic Materials | 18.09 | 11.24 |
| Consumer Cyclical | 17.84 | 9.53 |
| Financial Services | 5.66 | 14.88 |
| Technology | 6.66 | 13.2 |
| Utilities | 1.2 | - |
| Real Estate | 4.44 | 1.4 |
| Consumer Defensive | 1.77 | 4.06 |
| Communication Services | - | 4.53 |
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