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UTI Small Cap Fund vs Axis Small Cap Fund compare
UTI Small Cap Fund - Regular Plan - Growth Option
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4351 Cr | ₹23139 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Dec 2020 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 12.69% | 5% |
| Expense Ratio | 1.9 | 1.61 |
| Manager | Deepesh Agarwal | Shreyash Devalkar |
| ISIN Code | INF789F1AUO6 | INF846K01K01 |
| Exits Load | 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 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -6.67% | -4.27% |
| 6 Month | -17.34% | -14.51% |
| 1 Year | 8.17% | 6.02% |
| 3 Year | 14.35% | 15.7% |
| 5 Year | - | 23.24% |
SIP Return Analysis
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -13.71% | -11.79% |
| 1 Year | -19.73% | -16.78% |
| 3 Year | 11.89% | 12.96% |
| 5 Year | - | 19.84% |
Rolling Lumpsum Returns
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 25.55% | 18.9% |
| 3 Year | 22.88% | 19.99% |
| 5 Year | - | 19.66% |
Risk Management
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.798% | 14.369% |
| Sharp | 0.643% | 0.608% |
| Beta | 0.797% | 0.698% |
| Alpha | -1.253% | -0.016% |
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Fund Managers
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Deepesh Agarwal | Shreyash Devalkar |
| Total AUM | ₹35015 Cr | ₹166770 Cr |
| Fund Manage | 9 | 14 |
| UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.21708 | 12.82417 |
| Small Cap | 80.50997 | 65.81595 |
| Mid Cap | 15.273 | 17.54716 |
| Large Cap | - | 3.81274 |
Sector Allocation
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.06337 | 12.57298 |
| Consumer Defensive | 5.74372 | 4.70354 |
| Basic Materials | 13.07135 | 10.70286 |
| Communication Services | 4.69418 | 0.79178 |
| Industrials | 23.36275 | 19.68908 |
| Consumer Cyclical | 10.65795 | 10.64525 |
| Financial Services | 11.95526 | 16.7344 |
| Healthcare | 13.89528 | 10.94804 |
| Technology | 11.07877 | 7.38726 |
| Real Estate | 1.47742 | 5.27732 |
| Utilities | - | 0.54751 |
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