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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) | ₹11410 Cr | ₹4833 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 | -1.79% | -2.73% |
| 6 Month | -9.94% | -4.93% |
| 1 Year | -13.11% | -6.25% |
| 3 Year | 15.41% | 17.42% |
| 5 Year | 23.04% | 20.02% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -6.89% | -1.89% |
| 1 Year | -7.92% | 4.81% |
| 3 Year | 6.64% | 12.04% |
| 5 Year | 14.22% | 15.29% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.4% | 19.9% |
| 3 Year | 28.16% | 21.57% |
| 5 Year | 29.84% | - |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.28% | 13.53% |
| Sharp | 0.65% | 0.7% |
| Beta | 0.76% | 0.82% |
| Alpha | -1.23% | -0.67% |
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 | 14.24 | 10.83 |
| Small Cap | 78.23 | 76.99 |
| Mid Cap | 7.53 | 12.18 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.49 | 5.2 |
| Industrials | 29.57 | 24.26 |
| Healthcare | 5.62 | 11.67 |
| Basic Materials | 17.36 | 11.36 |
| Consumer Cyclical | 18.1 | 9.11 |
| Financial Services | 6.02 | 15.06 |
| Technology | 6.53 | 13.39 |
| Utilities | 1.24 | - |
| Real Estate | 4.12 | 1.23 |
| Consumer Defensive | 1.96 | 4.44 |
| Communication Services | - | 4.29 |
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