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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 | Very High | Very High |
| Asset Size (Cr) | ₹11416 Cr | ₹4681 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 | 1.73% | 2.4% |
| 6 Month | 15.5% | 19.34% |
| 1 Year | -6.85% | -2.37% |
| 3 Year | 20.02% | 17.45% |
| 5 Year | 30.18% | - |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.41% | 4.57% |
| 1 Year | 5.72% | 10.51% |
| 3 Year | 17.07% | 17.85% |
| 5 Year | 21.35% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 25.17% | 20.97% |
| 3 Year | 28.72% | 22.04% |
| 5 Year | 31.28% | - |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.01% | 16.92% |
| Sharp | 0.86% | 0.68% |
| Beta | 0.77% | 0.84% |
| Alpha | 1.63% | -1.55% |
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 | 12.11 | 9.26 |
| Small Cap | 81.63 | 78.93 |
| Mid Cap | 6.26 | 11.81 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.62 | 5.32 |
| Healthcare | 9.72 | 12.16 |
| Basic Materials | 19.78 | 12.4 |
| Consumer Cyclical | 18.21 | 10.12 |
| Financial Services | 4.82 | 15.22 |
| Technology | 4.63 | 11.24 |
| Utilities | 0.92 | - |
| Real Estate | 4.11 | 1.26 |
| Industrials | 25.55 | 23.12 |
| Consumer Defensive | 2.62 | 4.28 |
| Communication Services | - | 4.88 |
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