UTI Small Cap Fund vs Axis Small Cap Fund compare
UTI Small Cap Fund - Regular Plan - Growth Option
Axis Small Cap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3608 Cr | ₹22263 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Dec 2020 | 05 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 | 1.85 | 1.62 |
| Manager | Deepesh Agarwal | Shreyash Devalkar |
| ISIN Code | INF789F1AUO6 | INF846K01K01 |
| Exits Load | Exit load of 1% if redeemed within one year./365 | Exit load of 1% for investments beyond 10% if redeemed within 12 months/365 |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.57% | -6.59% |
| 6 Month | 22.87% | 13.66% |
| 1 Year | 33.37% | 26.72% |
| 3 Year | 18.62% | 18.12% |
| 5 Year | - | 26.57% |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 28.9% | 24.04% |
| 3 Year | 27.07% | 26.13% |
| 5 Year | - | 28.44% |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 25.21% | 18.63% |
| 3 Year | 23.3% | 20.16% |
| 5 Year | - | 19.24% |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.53% | 11.78% |
| Sharp | 1.09% | 1.13% |
| Beta | 0.72% | 0.64% |
| Alpha | 2.51% | 3.26% |
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| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Axis Small Cap Fund - Regular Plan - 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 Plan - Growth |
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.85 | 11.16 |
| Small Cap | 83.91 | 71.87 |
| Mid Cap | 12.18 | 13.3 |
| Large Cap | - | 3.67 |
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.58 | 6.21 |
| Financial | 12.56 | 15.4 |
| Consumer Staples | 2.32 | 4.34 |
| Healthcare | 11.67 | 10.76 |
| Technology | 8.19 | 6.4 |
| Energy | 1.14 | 0.58 |
| Chemicals | 4.16 | 7.09 |
| Materials | 4.1 | 2.69 |
| Capital Goods | 11.39 | 10.42 |
| Services | 13.27 | 6.9 |
| Metals & Mining | 8.08 | 5.67 |
| Automobile | 3.71 | 5.92 |
| Textiles | 4.55 | 0.18 |
| Construction | 5.69 | 10.8 |
| Consumer Discretionary | 6.53 | 5.78 |
| Insurance | - | 0.11 |
| Diversified | - | 0.75 |
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