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)	₹11164 Cr	₹4844 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

Scheme Name	Tata Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Month	1.22%	-1.51%
6 Month	11.47%	8.2%
1 Year	0.01%	0.52%
3 Year	25.29%	20.53%
5 Year	33.03%	-

Scheme Name	Tata Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	9.98%	9.35%
1 Year	8.13%	9.83%
3 Year	20.58%	19.79%
5 Year	24.17%	-

Scheme Name	Tata Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	26.47%	22.14%
3 Year	29.12%	21.69%
5 Year	29.64%	-

Scheme Name	Tata Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	16.16%	17.09%
Sharp	1.19%	1.00%
Beta	0.77%	0.84%
Alpha	1.64%	-1.95%

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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

Scheme Name	Tata Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	9.64	7.49
Small Cap	82.11	81.23
Mid Cap	8.25	11.28

Scheme Name	Tata Small Cap Fund Regular Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	8.38	4.58
Healthcare	9.58	11.29
Basic Materials	19.81	13.66
Consumer Cyclical	16.97	9.39
Financial Services	6.63	16.62
Technology	5.13	10.45
Utilities	0.87	-
Real Estate	3.45	1.37
Industrials	26.07	23.42
Consumer Defensive	3.13	4.14
Communication Services	-	5.08