UTI Small Cap Fund vs Tata Small Cap Fund compare

UTI Small Cap Fund vs Tata Small Cap Fund compare

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Tata Small Cap Fund Regular Growth

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UTI Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹11637 Cr	₹4669 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	-0.83%	3.89%
6 Month	9.4%	12.96%
1 Year	-9.47%	1.38%
3 Year	19.58%	18.66%
5 Year	29.12%	-

SIP Return Analysis

Scheme Name	Tata Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	-1.98%	1.15%
1 Year	2.23%	10.01%
3 Year	13.87%	16.6%
5 Year	19.21%	-

Rolling Lumpsum Returns

Scheme Name	Tata Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	23.4%	19.9%
3 Year	28.5%	21.57%
5 Year	30.65%	-

Risk Management

Scheme Name	Tata Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	16.04%	16.97%
Sharp	0.82%	0.63%
Beta	0.78%	0.84%
Alpha	0.42%	-3.05%

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	17.27	8.2
Small Cap	76.22	78.96
Mid Cap	6.51	12.84

Sector Allocation

Scheme Name	Tata Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	11.94	3.66
Industrials	24.95	24.56
Healthcare	7.47	11.54
Basic Materials	19.12	11.79
Consumer Cyclical	17.32	10.48
Financial Services	4.77	14.94
Technology	6.74	12.66
Utilities	1.19	-
Real Estate	4.7	1.27
Consumer Defensive	1.79	4.18
Communication Services	-	4.92

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